Finstead Perspectives: Top Mutual Fund Choices

Finstead Perspectives: Top Mutual Fund Choices

Best Mutual Funds for 2018: Top 40 Mutual Funds

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Topics

1. Introduction: Our Selection Methodology 2. Top Large-Cap Mutual Funds 3. Top International Mutual Funds 4. Top Specialty and Sector Mutual Funds 5. Top Taxable Fixed Income Mutual Funds 6. Top Tax-Exempt Fixed Income Mutual Funds 7. Top Balanced Mutual Funds

Copyright ? 2018, Finstead. All rights reserved.

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Top Mutual Funds Selection Methodology

In this presentation we are offering some vetted ideas for investing in mutual funds across the different segments:

U.S. and International Equity; Specialty (Technology and Healthcare); Fixed Income (Taxable and Tax Exempt); Balanced (Stock/Bond Mutual Funds).

Here are our search criteria for the best mutual funds:

Popular among investors, demonstrated by assets under management north of $1 Billion; Above-average returns (in their respective segments); No sales loads or 12b-1 fees (so investors are not paying sales commissions or marketing expenses); Low expense ratios, typically below 1%.

Copyright ? 2018, Finstead. All rights reserved.

2

Top Mutual Funds Selection Methodology

In this presentation we are offering some vetted ideas for investing in mutual funds across the different segments:

U.S. and International Equity; Specialty (Technology and Healthcare); Fixed Income (Taxable and Tax Exempt); Balanced (Stock/Bond Mutual Funds).

Here are our search criteria for the best mutual funds:

Popular among investors, demonstrated by assets under management north of $1 Billion; Above-average returns (in their respective segments); No sales loads or 12b-1 fees (so investors are not paying sales commissions or marketing expenses); Low expense ratios, typically below 1%.

Copyright ? 2018, Finstead. All rights reserved.

2

Topics

1. Introduction: Our Selection Methodology 2. Top Large-Cap Mutual Funds 3. Top International Mutual Funds 4. Top Specialty and Sector Mutual Funds 5. Top Taxable Fixed Income Mutual Funds 6. Top Tax-Exempt Fixed Income Mutual Funds 7. Top Balanced Mutual Funds

Copyright ? 2018, Finstead. All rights reserved.

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