Mutual Funds






America's Fastest Growing Independent Financial Advisory Network
A Nationwide Network of 100% Independent & 100% Objective Fee-Only Financial Advisers

Picture of The-Adviser The-Adviser.com The place to come for answers™
How should I evaluate mutual funds?
By The-Adviser.com -   

Money Management
Portfolio Reviews
401(k) Rollovers

Financial Plans
Estate Plans
College Savings
Clients Only

Available Services
"Interview Us"
Fee Information

Clients Only

The Press


Home Page

Related Links

Stock Quotes

New York - You should ignore a mutual fund that only can boast about short term performance which we define as less than five years. We consider the following characteristics, more important than short term performance:
  • Experienced Fund Manager - Although a new fund manager or mutual fund may be aggressive and initially outperform a comparative index, mutual fund managers should be experienced in both bull and bear markets. A bear market may cause a sudden need for cash as investors sell mutual funds shares. Inexperienced fund managers or mutual funds may panic and inappropriately sell the wrong securities or will not be able to efficiently liquidate securities. Such a failure could significantly impact any previously earned gains.

  • Risk vs. Reward - You need to ensure that your mutual fund's objectives are consistent with your personal investment strategy. You do not want to exposure your portfolio to risks you personally would not take.

  • Disciplined Investment Style - It is important to ensure that a mutual fund sticks to its stated objectives. Hence, a bond income fund should not be purchasing dividend paying stocks to produce income.

  • Long-Term Performance - It is important to examine the returns that a mutual fund has delivered over the long term such as five and ten year trends. Measure this performance with its peer. A fund with a proven track record should give you additional confidence that your fund is managed for long term results.

About Us
The Independent Adviser Corporation is a 100% Independent and 100% Objective Financial Advisory Firm that writes buy-side investment research. Our network of independent Fee-Only Financial Advisers serves individuals, families and businesses. They provide financial planning services, tax advice and offer professionally managed asset accounts. They do not underwrite corporate securities nor do they sell any proprietary products. To find out more or get a FREE consultation Ask The-Adviser.com or call 1-800-ADVISER.


In Association with Amazon.com

Your financial adviser can help you select and evaluate appropriate investment funds.

Got an investment question?
Ask The-Adviser.com

Open a professionally managed account:

  • Brokerage Accounts
  • Traditional IRAs
  • Roth IRAs
  • 401(k) IRA Rollovers
  • 403(b) IRA Rollovers
  • College Savings
  • Retirement Savings

Hire The-Adviser.com

Click here for our Top Ten Investment Picks

Financial Advisory Services
Money Management
Retirement Planning
Portfolio Reviews
401(k) Rollover Assistance
College Savings
Financial Plans

In Association with Amazon.com

You don't need to be rich to hire a Financial Adviser. Just Smart

The Independent Adviser Corporation is a Registered Investment Adviser that specializes in helping individuals, families and businesses develop investment and financial planning strategies.
Click here to learn more about our Fee-Only services

Do you have a question about your investments?
Ask The-Adviser.com

America's Independent-Adviser.

© Copyright.  The Independent Adviser Corporation.  All rights reserved. Important Legal Information