Mutual/Index Fund

I am not a fan of investing in managed mutual funds but a lot of investors are–especially in 401(k) plans.  Therefore I reluctantly offer a tool for evaluating managed funds.  (An earlier tool on this site was taken down because the data source closed shop.)  This current tool has an added advantage–easily allowing a comparison of various index funds.  That’s a serious advantage.  Instructions are included on the form.

Click here to download the tool  -version 1