Casino Not On GamstopCasino Online Zonder CruksCasino Non AamsCasinon Utan SpellicensSlot Online

VOTE for the topic YOU want us to cover next! More...

  
Got a personal finance question?


  
 
 

  
Raiding Piggy
by Grant Bynum  1  2  3   

Mutual Funds


Ok, here are some large cap funds that we found that you can start for $500 or under:
   

Fund 1 Year Return 3 Year Return

5 Year Return

Manager Tenure

Minimum Investment

New Century Capital (Weston)
1-800-244-7055
26.8% 22.2% 22% 1995 $1
Excelsior Optimum Growth
24.7% 39.6% NA 1996 $500
Excelsior Blended Equity A 20% 23.5% 23.8% 1998 $500
Aquinas Equity Growth 29.1% 23.2% 24.3% 1991 $500
Excelsior Value & Restructuring 27.7% 23.2% 26.5% 1992 $500

   Source:  Standard & Poor's 

Note that we picked these stocks based on the criteria above.  If those criteria are not as important to you, then you can always pick others.   Also, we selected funds that are still open to new accounts.  Several funds were earning better returns than these, but they are closed to new investors. 

There is a lot to know about mutual funds in general.  After you have invested in one of these large caps, you can start learning about the other, more lucrative (and more risky) ones. Without sounding too much like a real estate agent, here are 3 important things to do before buying any mutual fund:

Read the Prospectus, Read the Prospectus, Read the Prospectus

The Prospectus (very much like prospecting gold in "them thar hills") is a document that tells you the small print about what is going on in a mutual fund, what stocks they are investing in, who is managing the fund, how long he/she has been the manager, etc.  Reading these babies will be difficult at first, but just do it!  The more you do it, the better you get...you can get a good education about investments by just reading these!

 
Wrap-Up

Well, that's all for now.  Let these serve as some starting motivation for you...to start your OWN research.  Your financial future is your responsibility.  And, if these are helpful to you (or even if they aren't), send us a line and let us know how you're doing with these!

  

 

<Previous  

  CDs & MMs

 

All Materials � 2000 PlainFinances.com           Terms & Conditions

Staff favorites