Analyzing Mutual Funds for Maximum Return

·6 min read
Analyzing Mutual Funds for Maximum Return

Mutual fund analysis typically consists of an elementary analysis of the fund's strategy (growth or value), median market cap, rolling returns, standard deviation, and perhaps a breakdown of its portfolio by sector, region and so on. As in most cases, the first item of interest is a mutual fund's performance. You can look at rolling one-year, three-year and five-year returns versus both a benchmark and comparable peers and find a number of managers that performed well.

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