Comments on: Favorite Mutual Fund Company?

By: Hibryd

Hibryd — Thu, 19 Jul 2007 02:21:08 +0000

I’m going to pile on the Vanguard. Not just because of their accounts, but it’s absolutely easy and intuitive to use all their online features. That is one well-designed site! And on the two occasions I’ve needed additional information, their phone reps were totally helpful. If only these guys had a high-yield savings account so I didn’t have to slog through HSBC for that.

By: eburton

eburton — Wed, 18 Jul 2007 23:24:15 +0000

Fidelity has been good to me.

By: Livingalmostlarge

Livingalmostlarge — Mon, 16 Jul 2007 18:28:46 +0000

Vanguard

By: Squeezer

Squeezer — Fri, 13 Jul 2007 23:22:03 +0000

vanguard for the win! VFINX for the win!

By: Haley

Haley — Fri, 13 Jul 2007 19:50:23 +0000

Fidelity.

By: plonkee

plonkee — Fri, 13 Jul 2007 16:44:54 +0000

Fidelity – they have the cheapest UK tracker which (in an ideal world) would form the core of my holdings.

By: Jose Anes

Jose Anes — Fri, 13 Jul 2007 13:09:39 +0000

Vanguard

By: Flexo

Flexo — Fri, 13 Jul 2007 03:44:18 +0000

Vanguard is doing me well so far.

By: Mr. Bee

Mr. Bee — Thu, 12 Jul 2007 20:56:25 +0000

Vanguard!

By: Hieronymous

Hieronymous — Thu, 12 Jul 2007 19:39:37 +0000

Oh, and you had asked why:

Broader range of choices than Vanguard, pre-packaged portfolios with lower risk and higher returns than Vanguard. One-stop shopping for the lazy asset allocator (at IFA, that is; DFA does not construct the all-in portfolios itself).

One other item: you can now access some DFA funds–sans sales fees–in one of the new 529 plans.

By: Hieronymous

Hieronymous — Thu, 12 Jul 2007 19:36:38 +0000

While, practically speaking, I would choose Vanguard, in theory (were I able to overcome the up front fees), I believe that Dimensional Fund Advisors is even better. They can be accessed through a PHENOMENAL website, http://www.ifa.com, which in addition to be entertaining, is absolutely filled with useful information and really helps you understand asset allocation.

By: Shadox

Shadox — Thu, 12 Jul 2007 14:10:27 +0000

Hey, did anybody say “Vanguard” yet?

Well, let me join the herd.

By: Millionaire Mommy Next Door

Millionaire Mommy Next Door — Thu, 12 Jul 2007 03:50:13 +0000

I don’t limit myself to just one company. I’ve used a diversified portfolio of index funds, ETFs, and no-load funds; but my current favorite is “No Load Fund X Upgrading”. Therefore I use a variety of no-load funds and ETF companies.
~Millionaire Mommy Next Door

By: Moneymonk

Moneymonk — Wed, 11 Jul 2007 20:04:27 +0000

Vanguard, love them!

low fees and perfect customer service

By: Lucas

Lucas — Wed, 11 Jul 2007 17:54:38 +0000

Vanguard for the selection, Maires and Powers for past performance.

By: Pneuma

Pneuma — Wed, 11 Jul 2007 17:13:40 +0000

second on Dodge & Cox

By: Steve

Steve — Wed, 11 Jul 2007 16:14:27 +0000

Vanguard, in addition to low fees they have exactly managed sector funds because of the skill they have demonstrated selecting sub advisors.

The Vanguard Energy fund has been a great low-fee no worry performer I plan to keep indefinitely.

Their tech fund managed by Kevin Landis is also a winner if you are inclined to invest in technology.

By: Wayne

Wayne — Wed, 11 Jul 2007 16:13:43 +0000

We went with Vanguard because of the low fees.

By: Sun

Sun — Wed, 11 Jul 2007 02:05:41 +0000

I like Dodge & Cox a lot.

By: Ross

Ross — Tue, 10 Jul 2007 23:25:12 +0000

T.Rowe Price, great funds, awesome returns and really good customer service.

By: broknowrchlatr

broknowrchlatr — Tue, 10 Jul 2007 21:30:04 +0000

T.Rowe Price because the returns and allocation on their lifecycle funds fit my goals better than the equivalent Vanguard and Fidelity funds. Vangaurd is a close second for fees.

By: Lazy Man and Money

Lazy Man and Money — Tue, 10 Jul 2007 19:54:51 +0000

Mutual funds? Give me ETFs any day.

By: Tim

Tim — Tue, 10 Jul 2007 19:22:03 +0000

USAA since i have most of my stuff with them.

By: sunil

sunil — Tue, 10 Jul 2007 18:43:47 +0000

I like idea of using mutual fund marketplace, I use charles schwab.

By: James

James — Tue, 10 Jul 2007 17:34:49 +0000

Why not a mutual fund marketplace? I’ve used Scottrade for several years and am very happy. Not tied in to any brand of mutual funds.

By: Matt

Matt — Tue, 10 Jul 2007 16:39:10 +0000

One more thing in favor of Vanguard: While I don’t believe there’s any such thing as stock selection skill, the guy running Vanguard’s index funds, Gus Sauter, has excellent transactional skill. Managing the transactions needed to track an index efficiently prevents funds from incurring expenses not reflected in the expense ratio.

By: David

David — Tue, 10 Jul 2007 16:23:37 +0000

TRowePrice…extent of their funds and great customer service.

By: Jonathan

Jonathan — Tue, 10 Jul 2007 16:10:47 +0000

I’d go with Fidelity.

Fidelity has lower fees for all-stock market indices than Vanguard. And for what its worth (some would say “very little”), they offer a wide selection of sector-specific and actively-managed funds that you can buy without incurring trading fees.

I would *not* choose Fidelity to manage a stock-based portfolio, as their equity-trading fees are expensive.

By: Matt

Matt — Tue, 10 Jul 2007 16:07:11 +0000

I would say Vanguard, but for the exact opposite reason as mapgirl: in my experience Vanguard has slightly higher expense ratios than Fidelity, but a better selection of index mutual funds. For example, Fidelity has no small cap value index fund. Vanguard has lower minimums though, so it’s easier to get started.

By: Chuck

Chuck — Tue, 10 Jul 2007 16:06:51 +0000

I’ll have to go Vanguard as well on this one. Low fees and a pretty good variety of funds.

By: John

John — Tue, 10 Jul 2007 15:57:25 +0000

Vanguard, hands-down. Low fees beat active managers every time!

By: Ryan

Ryan — Tue, 10 Jul 2007 15:55:19 +0000

T.Rowe Price & Vanguard

They are a coin-toss. Reliable, great webiste, links with MS Money, SAFE, great offering of funds

By: mapgirl

mapgirl — Tue, 10 Jul 2007 15:14:52 +0000

Vanguard for low fees. If you want a wider range, Fidelity, but scrutinize the fees.

FWIW, I’ve done business with both but currently only have Fidelity from a 401k rollover. I would go back to V in a second if I needed another account, but I don’t.

By: Josh

Josh — Tue, 10 Jul 2007 14:30:57 +0000

Vanguard