Josh Scandlen Podcast

Almost every investor owns a mutual fund.  But how many of those investors actually know what it is they own? In this video I am going to breakdown the most important aspects you need to look at when you're considering mutual fund investing.(By the way, the same things are applicable to Exchange Traded Funds as well. 1. expenses 2. portfolio turnover 3. 30 day SEC yield 4. Tax adjusted returns 5. historical taxable distributions 6. tenure of fund manager 7. portfolio holdings 8. unrealized capital gains 9. size of fund 10.  Morningstar Rating Yes, there are many areas to consider.  But once you watch how I do this, you can go to Morningstar.com yourself and analyze your own funds and ETFs. Remember, my friends, the only return that matters is your NET return, i.e.your return after tax and fees.  NOTHING ELSE MATTERS! The problem though is that trading fees are NOT measured anywhere in the SEC literature you can request on the fund you're looking at.  So, you can not be too sure