Picking Mutual Funds to Outperform the Market

With over 6,000 mutual funds available, it may befits of lousy ones. Compare the fund's returns to
tempting to pick funds from a popular star ora relevant benchmark index, (large-cap vs.
index rating system. Savvy investors, however,S&P 500, small-cap to the Russell Index, etc.)
balance multiple factors in their selection process.Solid funds should not only consistently beat the
Ratings represent only the historical performancebenchmarks, they should also beat their peers.
of funds and cannot predict the future.Seek good managers
Performance consistency, management skill, andAlways review the experience and performance
expense limitations are among the many factorsof the fund's managers. When you buy a mutual
that influence a fund's prospects. Each must befund, you are actually investing in the experience,
carefully evaluated to improve your chances ofskill, and savvy that the manager brings to the
finding a fund to outperform the market.table. When the manager leaves, the fund
Create a planperformance generally goes with him. How many
Define your financial goals. Are you saving foryears has the manager been leading the fund?
retirement? Putting money aside for a home?The longer (if generating strong results), the
Funding a child's college education? Your answerbetter. And keep an eye out for the gurus. The
will have significant implications on your choice ofindustry's better managers are well-respected,
mutual funds. More time gives you flexibility tohigh-regarded, and often quoted in the press. You'll
use an aggressive approach. Immediate needs callfind multiple articles and even manager profiles
for safety and capital preservation. Take carefulpublished in the popular financial magazines and
consideration of your tolerance for risk. If thenewspapers.
market dips, at what point would you lose sleep?Think cheap
Is it a 5% drop? 10% drop? An asset allocationCheck out the fund's cost of ownership. While you
plan will balance your portfolio and maximizecan not predict a fund's performance, you can
return for your level of acceptable risk.control the ongoing expenses. Since expenses
Dismiss recent resultsimpact your ability to grow investments over
Past performance is no indicator of future results.time, select a fund with low costs. Check the
No truer words could ever be spoken and theyexpense ratio, sales fees, trading costs, and 12b-1
are included in every mutual fund advertisement.fees charged to cover the marketing, distribution
But it's extremely difficult to ignore theseand sales. Everything counts against your bottom
numbers which the fund companies convenientlyline - keep it small as possible. When possible,
place in big bold letters - immediately above thechoose funds with expenses less than their
fine print warning us. Nothing is more attractivecategory average.
than a fund with a great record, especially givenTaxes are often overlooked and can substantially
the dismal performance in the market.reduce your after-tax gain unless investing within
Past performance can provide a good startinga tax-deferred, retirement account. Avoid funds
point, but nothing more. In fact, past performancewith large distributions (capital gain payments) by
predicts losers better than the winners. A 1998searching for funds with low turnover. Since
study from fund-tracking firm Morningstar,buying and selling stock incurs transaction costs,
demonstrated the top fund performers rarelylower turnover translates to lower expenses and
hold their spot on the charts. The study alsolower capital gains' taxes. Fund managers who
concludes bottom performers rarely did anythingseek to boost returns through repeatedly buying
but continue to sink. Never assume the past willand selling securities are no friend of yours.
repeat itself, yet, ignore a fund's historical recordPutting it all together
at your own peril. Avoid the perennial losers.Picking mutual funds is a challenging task. You will
Seek consistencyneed to spend time learning, researching,
Evaluate a mutual fund's performance beyond justinvestigating, analyzing, and comparing. The key is
the recent year. Any fund can get lucky, but it'sto develop your own methodology using some of
the rare firm that prove themselves year afterthe components listed here along with your own
year. Examining a fund's long term performancejudgment and decision capabilities. Review your
can answer the question of consistency. If theinvestment plan and fund selection criteria at least
performance was good, was it repeatable due toonce a year. Make sure the plan still matches your
skill - or merely a spike due to dumb luck?goals and the funds match your expectations.
Watch for a solid record of returns, rather thanIt's your money. It's your future. Take your time.
funds showing spurts of great years followed byGet it right.