7 problems with mutual funds - MarketWatch [PDF]

3 Dec 2013 - Chuck Jaffe offers mutual fund companies his wish list for 2013.

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Idea Transcript


Home

Personal Finance

Chuck Jaffe

Build Your Portfolio with ETFs

Sponsored by

Search for an ETF

Company AAPL (Apple, Inc.) Sector Largest By Net Assets Lowest Fee Best Performing YTD Best Dividend Yield Return Period

YTD

These 10 ETFs offer the most exposure to AAPL TICKER/NAME

FEES

RETURN

SCHB • Schwab U.S. Broad Market ETF

Show Details

0.03%

19.38%

Start Trading

0.05%

5.03%

Start Trading

0.44%

37.11%

Start Trading

YTD

SCHK • Schwab 1000 Index ETF

Show Details

YTD

IYW • iShares U.S. Technology ETF

Show Details

YTD

XLK • SPDR Technology Select Sector Fund SmartAsset does not make recommendations on securities Disclosure

Source: CloudQuote

SMARTASSET.COM

30 year fixed

Advertising Disclosure

$200,000

Update

Chicago, IL

NMLS #66247 Cardinal Financial State Lic #6760960

NMLS #66247 Cardinal Financial State Lic #6760960

NMLS #1071 State Lic #MB.0005883

Payment: $896 Fees: $2,680 Rate: 3.490% Points: 1.1

3.690% APR

Payment: $910 Fees: $2,794 Rate: 3.615% Points: 0.1

3.738% APR

Payment: $926 Fees: $218 Rate: 3.750% Points: 1.1

3.850% APR

Dec 22

Next

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30 year fixed mtg, All points, 20% down, FICO: 740+

Disclaimer | Bankrate.com

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Jeff Berlat

Dec 5, 2013

EFTs are cheaper in the expenses. Most brokerage houses have free commissions.

ed wetschler

Dec 4, 2013

Terrific story, Chuck, and (not accidentally, I think) an explanation of why I currently own so few funds.

Roy McCandless

Dec 4, 2013

Portfolio trading costs as a percent of assets

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