Welcome to the Mutual Funds Resource Center

Repeating some of the concerns expressed in the mutual fund disadvantages.

• Performance below other mutual funds in the same sector or against a recognized index.
• There may be too many transactions in the fund resulting in higher fee/cost to the investor - This is sometimes call "Churn and Earn".
• Prospectus, Annual report and Statement of Additional Information are hard to understand.
• There are restrictions on when and how an investor sells/redeems his mutual fund shares.