July 7

023 | How To Easily Select Great Mutual Funds With Good Returns


According to Morningstar (a firm that analyzes and rates mutual funds), over the last 10 years ending December 31, 2021, the average rate of return of all mutual funds is 8.51%.  

That is looking at large, medium, and small-cap funds as well as international funds and bonds. Basically, that's all different types of stocks and bonds averaged out.
That is a whole lot better than what you can get in a high-yield checking or a savings account. 

Today, Dave is going to show you have to have great mutual fund returns like this… AND it’s almost completely painless to implement. 🙂

There is a very straightforward way to find the right mutual fund for your portfolio. This is not rocket science or scary as some might think, but it is a very simple process to accomplish.

Listen in on this episode as Dave teaches a very simple investing formula for investing in smart, fairly low-risk mutual funds.

Questions for Review:

  • Do you have an automatic investment strategy set in place? [AKA: Dollar-cost averaging]
  • Does investing in mutual funds scare you OR does it take the risk/fun out of investing?
  • What's the right mutual fund investing mix that you want to set up today?

The verse from the Episode: "Keep your life free from the love of money, and be content with what you have, for he has said, ‘I will never leave you nor forsake you." -Hebrews 13:5


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