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No-Load Mutual Funds | Best No-Load Mutual
Fund |
The answer to this question
is defining the meaning of the word "best"
for No-Load Mutual Funds
For me the "best" no load mutual fund is the
one that generates the highest rate of return
over several different time frames. It can be
relatively volatile with fairly large swings
so long as it is the best performing fund from
the standpoint of its compounded annualize rate
of return. To someone with a weaker stomach,
the definition of the term "best" might mean
the fund that experiences the least amount of
volatility and drawdown from peak to valley.
In defining best, we need to consider such factors
as:
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Investment Time Horizon:
How long do we plan to hold this investment?
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Type of Investment:
Are we investing for growth, income, or
both?
-
Buy and Hold or Trade:
Are we planning to buy and hold this no-load
mutual fund or do we plan to trade it so
as to be able to upgrade to better performing
no-load mutual funds in the future?
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Risk:
How much risk are we willing to take with
this no-load mutual fund investment?
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Type of No-Load Fund:
Since there are many types of mutual funds,
which are the most suitable for our own
personal investment objectives?
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Following
are some examples of the "best"
performing
no-load mutual funds based on different time
frames and investment styles:
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Harbor International Investment Fund
(HIINX)
This relatively conservative fund generated
a return of 37% over the last 12 months.
It focuses on large cap foreign investments.
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iShares Xinhua China 25 Fund (FXI)
This is an Exchange Traded Fund that concentrates
its investments in China. It is a fairly
high risk fund that generated a return of
124% over the last 12 months.
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iShares MSCI Hong Kong (EWH)
This is an Exchange Traded Index Fund with
moderate risk. Its annualized rate of return
for the last 12 months was 52%.
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CGM Mutual (LOMMX)
How much risk are we willing to take with
this no-load mutual fund investment?
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Type of No-Load Fund:
I s a balanced and focused no-load income
fund that generated a return of 34% over
the last 12 months.
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Rebound Trading Systems offers 3 different robust
trading systems for investing in no-load mutual
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Subscribers to:
Rebound
Mutual Fund Trader recently doubled their
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Rebound
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Rebound
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of Funds.
To be successful, It is important to have a
system for trading no-load mutual funds or exchange
traded funds that gets you in to the “best”
funds at the right time and then has a strict
stop loss and profit protect discipline to get
you out of the trade when the stop is hit.
You too can be on your way to doubling
your money in the next 3 years.
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