Independent Investment Research
Dedicated team of mutual fund and ETF specialists
There are literally tens of thousands of mutual funds and ETFs. How can you find the best ones for your account? How much should you invest in each fund? When should you sell a fund? At The Mutual Fund Store, you can leave those decisions to the professionals.
Our investment advisors have access to deep knowledge and support from the economists and analysts in The Research Center. This team of experts is dedicated full-time to evaluating mutual funds and ETFs, and developing asset allocation recommendations for our advisors to use with their clients.
Chief Investment Officer
of The Mutual Fund
Founder and Chairman of
The Mutual Fund Store
Advisory Board Member
and Nobel Prize-winning
CEO of The Mutual
Fund Store & Industry-
The Research Center:
- Conducts in-depth economic research. The team analyzes current and historical economic data to identify trends that might affect our clients’ holdings.
- Follows the managers and the funds. They focus on getting to know the fund managers and their long-term record, so they can identify those who deliver consistent performance.
- Formulates its select list. From a universe of more than 25,000 mutual funds and ETFs, the team narrows the field to several dozen names, which become the foundation for the customized mix of mutual funds and ETFs recommended for each client’s account.
Monthly Capital Markets Review