31 min listen
Is It a Fad or Fab Fund?
ratings:
Length:
50 minutes
Released:
Feb 3, 2022
Format:
Podcast episode
Description
The American Association of Individual Investors held a webinar event on Wednesday, February 2, 2022.For this week’s Individual Investor Show, we sit down with Charles Rotblut to delve into our annual mutual fund and exchange-traded fund (ETF) guides and reveal on which funds made the 2022 cut. We analyze the top- as well as the worst-performing mutual funds and ETFs, specific trends we’ve noticed and anything new or noteworthy. Hear about the criteria Rotblut uses to weed out the “fads” from the “fabs.”In the second part of the broadcast, we chat with Matt Bajkowski on his article, “The Benefits and Risks of Small-Cap Funds,” which highlights the good, bad and ugly of diversifying your portfolio with small-cap funds. You won’t want to miss out on these two thought-provoking discussions covering everything you need to know about investing in mutual funds and ETFs in 2022.Listen to this episode and learn:Which mutual funds and ETFs made the cut for the 2022 guidesCurrent trends, as well as noteworthy players in the fund universeThe overall benefits and risks associated with small-cap fundsSmall-Cap Funds SegmentThe Benefits and Risks of Small-Cap Funds by Matthew Bajkowski in the January 2022 AAII Journal (https://www.aaii.com/journal/article/15529-the-benefits-and-risks-of-small-cap-funds)Annual Funds & ETF Guides SegmentGuide to the Top Mutual Funds (https://www.aaii.com/journal/article/15934-the-individual-investors-guide-to-the-top-mutual-funds-2022)Guide to the Top ETFs (https://www.aaii.com/journal/article/15935-the-individual-investors-guide-to-the-top-etfs-2022)Guidelines for Selecting Mutual Funds and ETFs (https://www.aaii.com/journal/article/13930-guidelines-for-selecting-mutual-funds-and-etfs)A+ Investor suite of tools (https://www.aaii.com/plus)Want more financial education? Learn more about AAII at https://www.aaii.comABOUT AAIIThe American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
Released:
Feb 3, 2022
Format:
Podcast episode
Titles in the series (15)
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