SureTrader SureTrader
Home > Boards > Other Markets > Mutual Funds >

The Mutual Fund Exchange

RSS Feed
Add Price Alert      Hide Sticky   Hide Intro
Moderator: ThanksLouie
Search This Board:
Last Post: 1/31/2016 12:58:29 PM - Followers: 4 - Board type: Free - Posts Today: 0

For those of us who don’t have time to trade our portfolios on a daily basis, don’t want to risk our money on one individual company, or want to trade a particular segment of our economy or world, there are mutual funds.

There are many other reasons to trade mutual funds. Mainly, though, investors trade mutual funds because they involve somewhat less risk than individual stocks with extremely comparable returns, and give a little more of something that is highly valuable to investors – time.

The purpose of this board will be to identify the best performing funds, funds that may significantly increase in value according to market movement, and funds that absolutely no one should own.

This Information Box will contain a lot of information to get you started and will be updated from time to time. Some of you may find this helpful if you aren’t familiar with Mutual Funds. The rest of us can use the Information Box as a resource to refine our skills. If you have something to contribute, please do. That’s the whole purpose of this board.

Investors Hub now has a Mutual Fund trading board. I hope you like it. As always, the IHUB Official rules of conduct apply to this board. If you violate those rules, then take your business elsewhere. There will be a zero tolerance policy on this board for personal attacks.

Disclaimer: The funds and ideas on this board are not to be taken as financial advice. You should consult a Financial Advisor or a licensed broker before making any financial decisions. You are responsible for the investments you make.

Happy Investing!

Note: Mutual Fund prices are updated at 5:30 PM after market close.


A SHARES: If you buy an "A" share Mutual fund, you pay a load (fee) at the beginning of the investment. Expense ratios, or what the company charges you yearly to hold the fund, are generally the lowest of all the classes. You may exchange "A" shares for any other "A" share mutual fund for free as long as the other fund you are exchanging to is within the same fund family (i.e. exchange eaton vance "A" share for another eaton vance "A" share for free). There is no cost to sell an A share.

B SHARES: If you buy a "B" share mutual fund, you do not pay a load up front. However, the expense ratios are generally the highest for "B" share mutual funds. There is no fee to exchange "B" shares. If you sell within one year, you are charged five percent, the year after that four, and so on. After a certain time, your "B" shares will turn into "A" shares because there is no back end load to sell them.

C SHARES: If you buy a "C" share mutual fund, there is no cost to buy. There is a back end load if you sell within a year. "C" shares may be exchanged within the same fund family without cost to you.

Websites to discover and analyze funds:



Another Up Year for Equity Funds

Fund Investment Style 2005 Return
Small-Cap Value 6.17%
Small-Cap Growth 6.35%
Small-Cap Blend 6.06%
Midcap Value 9.07%
Midcap Growth 9.60%
Midcap Blend 9.65%
Large-Cap Growth 5.96%
Large-Cap Blend 5.34%
Large-Cap Value 5.74%

Domestic Equity Funds
(excluding sector and balanced funds) 7.32%

S&P 500 Index (with dividends reinvested) 4.92%
#290   I lost 20% in 2008, moved to cash verycareful 01/31/16 12:58:29 PM
#289   "I've been in and out of UKPIX and bar1080 01/31/16 09:59:16 AM
#288   I've been in and out of UKPIX and verycareful 01/31/16 07:00:28 AM
#287   Just skimmed all the posts. Some good funds bar1080 01/30/16 11:09:16 PM
#286   Whoa! Another post! VX verycareful 01/30/16 09:47:52 PM
#285   Just found this ancient post. SPY Index fund bar1080 01/30/16 08:34:48 PM
#283   Would love to see this board active again. verycareful 09/02/15 10:09:36 AM
#282   I like my CAIBX and FCISX. Anyone in Guitarmanlife 01/04/14 02:45:13 AM
#281   Mutual funds or equities or ETFs, all have Ysanghavi 04/06/11 04:47:56 AM
#280   I'm 25 and I have money I would Pele 04/20/10 09:00:17 AM
#279   What do you think should i invest in mark1230 01/10/10 03:49:31 AM
#278   These mutual fund guys are a joke. z4lover 02/07/09 02:07:54 AM
#277   Here is a better way to save tax aaradhna 11/04/08 05:31:40 AM
#276   Japan is the next sub-prime flashpoint xe2dy 02/10/08 05:47:42 AM
#274   Super gains... OpinionOfCounsel 07/20/07 10:45:12 AM
#273   the vice fund has done very well for ThanksLouie 02/15/07 10:20:42 AM
#272   Not even a Wall Street seer could predict timhyma 02/15/07 08:46:53 AM
#271   Happy New Year, and ThanksLouie for your great advice! NovoMira 01/01/07 02:29:12 AM
#270   Correction: The PHLCX Jennison Fund is now ThanksLouie 11/08/06 12:42:35 AM
#269   New Funds (to me) that I have put ThanksLouie 11/01/06 07:11:40 AM
#268   Regarding DODGX, I have held it in an 99Dan 09/25/06 10:39:40 PM
#267   should I stay away from these funds? bobwill9 09/25/06 12:54:14 PM
#266   originunknown: Exactly right! deathtotaxes 09/24/06 02:24:34 PM
#265   The Loser's Game originunknown 09/23/06 09:25:03 PM
#264   opened ARSVX (smallcap fund)today: timhyma 09/19/06 12:18:37 PM
#263   TGLDX (one of my better performers): timhyma 09/17/06 04:04:45 PM
#262   opened up svaax today. anon.10 08/21/06 09:14:45 PM
#261   Probably going to put profits for next couple ThanksLouie 08/21/06 12:47:33 PM
#260   OT: out SIRI 3.90; in AAGM, ADNL, IMJX eom ThanksLouie 08/21/06 12:46:27 PM
#259   ot: In SIRI 3.84 this morning eom ThanksLouie 08/14/06 10:48:24 AM
#258   OT: Out of AMTD 17.26 approx eom ThanksLouie 08/14/06 10:47:42 AM
#257   still in that one too plus the eaton anon.10 08/10/06 06:01:50 PM
#256   awesome. eom ThanksLouie 08/10/06 07:51:53 AM
#255   Still in LETRX, and it is performing well timhyma 08/09/06 09:31:04 PM
#254   ot: Bought AMTD @ 17.04 today before close ThanksLouie 08/09/06 04:18:13 PM
#253   I own that fund and it is etgix. anon.10 08/05/06 08:28:13 PM
#252   Exchanged Eaton Vance Large Cap Value EMSTX completely ThanksLouie 08/01/06 09:40:16 AM
#251   OT: Bought Alliance One International Corporate Bond with ThanksLouie 07/21/06 11:29:53 AM
#250   i would have to agree with you for ThanksLouie 07/21/06 11:29:02 AM
#249   GLD is breaking back under the 20 day timhyma 07/20/06 11:26:08 AM
#248   Just finished a 60month review of my funds. timhyma 07/02/06 09:54:46 PM
#247   thanks lou, mine were about 7%. I anon.10 06/24/06 12:12:48 PM
#246   oops, wrong board. Please delete timhyma 06/24/06 11:07:28 AM
#245   In order to reduce the tax you pay timhyma 06/24/06 11:07:00 AM
#244   Some mutual funds have the word "dividend" in timhyma 06/24/06 11:05:39 AM
#243   they are around 7.5% by the time you ThanksLouie 06/23/06 08:56:51 AM
#242   what is your interest rate. my broker anon.10 06/22/06 06:35:40 PM
#241   Bought more GM bonds today..... eom ThanksLouie 06/20/06 09:04:39 PM
#240   OT: Bought some GM corporate bonds today eom ThanksLouie 06/06/06 04:33:36 PM
#239   Bought AGREX today eom ThanksLouie 05/24/06 06:49:47 PM