Analyzing Your Mutual Fund

Fund Expenses

A quote from fundgrades.com, an online fund analysis tool.

Expenses are 100% certain while past performance IS NOT an indication of future results. Is there any evidence that expenses are predictive? The truth is, NOTHING is predictive for picking winners. However, expenses do tend to have some statistical connection, and a not surprising relationship to keeping the odds of getting burned minimized. This statistical connection and relationship of expenses to results has been documented in numerous academic and industry studies.

fundgrades.com is a free online service that will help you decipher costs you don’t see directly in your mutual fund portfolio. They also have a proprietary fund analysis that may be helpful in sorting out the multitude of fund choices.

I am NOT familiar with their Wealth Care Capital arm. It is an RIA, Registered Investment Advisor, which means they sell advice for money. It does not mean any government agency has “approved” of any of their investment methodologies.
Based on a quick tour of their site, they appear to be genuinely trying to offer sensible, cost efficient solutions to both investors and their advisors. I don’t know anyone who works there and have no experience with their company. I consider it a huge positive that they offer what seems to be an unbiased look at funds and fund performance. On that basis, I can suggest you explore the fundgrades.com site and test drive a few of your mutual funds through the process.

Look in "Other Links" box for a link to fundgrades