Understanding Mutual Funds: Part I

Many find investing to be something of anot what many would consider actively managed.
mystery. Should you buy stocks, bonds, T-bills orFor these reasons index funds tend to appeal to
real estate? It seems that for every person thatmore conservative investors.
gets rich investing in one spot a hundred othersAnother choice available is that of the sector fund.
lose a fortune. In an age where you areThese types of funds focus on one particular
constantly hearing about diversification and assetportion of the economy and invest within it. Let's
allocation the emergence of mutual funds seemstake the Oak Associates Red Oak Technology
to have hit an all time high. Promises abound of aSelect Fund. The fund looks for long-term growth
fund that's right for everyone. But how do youby investing primarily in companies which rely on
know if it's right for you? Our office constantlytechnology in their products or operations. The
fields the question: What is the best investmentexpectation is that the companies will benefit
for my money? The only answer we give themfrom technological advances and improvements
is a definitive: it depends.and thus be profitable. Its inception in 1998 was
Many are already invested in mutual fundsprompted by the expotential growth experienced
through their 401k, IRA's, brokerage accounts orby the technology sector at the time. Many funds
variable annuities. But how do you know if you'vewith that focus outperformed the indexes and
chosen correctly? The first order of business is toequity funds in the late 90's. Of course the last
look at their purpose and the different typesfive years have shown the inherent risks
available. The basic premise of a mutual fund isassociated with these types of investments. The
that a manager or management team overseesgrowth potential can be great but, as illustrated
the buying and selling of equities. The idea is toby the rise and fall of technology the last ten
spread capital, supplied by a pool of individual andyears, it can also be the most risky. Many
or institutional investors, among various equitiesindividual investors choose to avoid sector funds
and thus offer diversification within onebecause of the volatility associated with them.
investment.However large institutional investors often use
There are literally thousands of funds that coverthem to diversify their portfolios.
the spectrum of small, mid, large cap growth andOne of the most recent offerings to the mutual
value stock sectors. There are also a host offund market are known as target maturity or
aggregate, income, short and long-term bondtarget-date retirement funds. Although relatively
funds available. And then there are manynew, the concept of these funds is based in the
offerings of both in what are considered blendedidea that one must be diversified and change their
funds. This is when a combination of stocks andportfolio over time. Like blended funds, they
bonds are combined in certain ratios to create apossess both stock and bonds. The unique
portfolio based to be conservative, moderate orfeature is that they are based around a particular
aggressive. Choices are further complicatedretirement year. The further out the retirement
depending on the goal, asset size andyear the higher the ratio of stocks is within that
management style of the each fund.fund. As the time horizon for retirement nears
In the realm of equity funds lets take Americanthe portfolio moves out of stocks and more into
Funds' flagship, the Growth Fund of America. Itcash and bonds. As an example we can look at
has a long-established track record of consistentState Farm's LifePath 2040 fund which is
performance as a large cap growth fund. Theirmanaged by Barclay's. This fund currently has
largest holdings include: Google, Microsoft, Lowesalmost 87% of its portfolio in stocks with the
and Target. Yet each stock constitutes no morebalance in cash and bonds. As the fund
than three percent of the overall portfolio. To putapproaches maturity the portfolio will move to
this in perspective the total asset holdings of thehave approximately 62% of its holdings in bonds
fund, as of 2005, are approximately $114.7 billionand the rest of the balance in real estate, money
dollars. This means that investors who do notmarkets and large cap stocks. The appeal of
want to buy individual stock in these companiesthese funds is that an investor can put their
can purchase shares of this fund and stillmoney for retirement in one place and allow
participate in the market. The main goal of theseprofessional management to track the portfolio
types of equity funds is to beat the respectiveover time. The goal is to capitalize on the growth
index in which they participate. Investing in aof the equity market early on in the fund's
quality fund that performs well often makesexistence and then protect that growth by
these suitable for those that are moremoving capital to the security of more stable
comfortable with risk. This is an example of aninvestments.
actively managed fund whose performance helpsMutual funds offer several advantages regardless
to justify the expenses associated with the fundof the type you choose. The first is diversification,
and others like it. The main appeal isa variety of investments rather than putting
management's track record of good returnsmoney in one single entity. The second is liquidity,
relative to the index. For this reason, morethe ability to redeem your shares for cash fairly
aggressive investors may be willing to pay thequickly. Keep in mind that there can be fees or
related fees for the additional gains.penalties associated with this liquidation. The third
That being said there are index funds available.advantage is to have someone manage your
For example, stock index funds look only tomoney, either actively or passively, without the
mirror returns of a specified benchmark or index.investor having to watch it every day. In the
The goal is to match it by buying representativenext installment we will be taking a look at the
amounts of each stock in the index. This avoidsmoving parts of a mutual fund to help you see
the expense of paying a manager to try to boosthow they work.
performance by choosing their own stocks orPlease note: This article is in no way an
implementing their own strategies. Rather, indexendorsement or detraction of any company or
funds just seek to come as close as possible tofund mentioned above. Examples are for
equaling that market's index. Take the example ofillustrative purposes only and do not constitute
the first index fund, the Vanguard S&P 500whether or not you should invest in any vehicle
Index Fund. Since its inception it has nearlymentioned. Always consult with your financial
matched the Standard & Poor's 500 Index. Itprofessional or advisor before investing and
does actually out-perform many funds because ofalways carefully read any prospectus before
it's performance combined with lower expenses.making any decisions.
Index funds generally carry lower fees and are