Quotes About Mutual Funds

#1. The corporate killer downsizing is directly responsive to what the mutual funds have wanted.

Jim Cramer

#2. I'm sometimes accused of being hostile to mutual funds. That's not fair, really. There is a place for them. Still, I am hostile to one thing, which is trying to use funds to time your way in and out of the market. That's a recipe for very bad results.

Kenneth Fisher

#3. What I find very interesting about the mutual funds managers is that here are people who are the new masters of the universe. They're managing billions, yet they're subject to this quiet daily tyranny of numbers.

Ron Chernow

#4. During my undergraduate training at UCLA, I was studying finance and securities; my particular interest was with mutual funds. Wanting to get into a high position at some of the companies that were doing that, I knew that law would be useful.

Robert Shapiro

#5. 9Among the many lessons that merge from the geologic record, perhaps the most sobering is that in life, as in mutual funds, past performance is no guarantee of future results.

Elizabeth Kolbert

#6. If you don't like the idea that most of the money spent on lottery tickets supports government programs, you should know that most of the earnings from mutual funds support investment advisors' and mutual fund managers' retirement.

Robert Kiyosaki

#7. Surprise! The returns reported by mutual funds aren't actually earned by mutual fund investors.

John C. Bogle

#8. The role of the hero was filled, surprisingly, by the most frightening of untested forces in the market - the mutual funds.

John Brooks

#9. Trust the Canadians to produce a game about mutual funds that is actually more boring than the real thing.

Alex Berenson

#10. Most active mutual funds are more interested in collecting fees than in boosting returns for investors.

David F. Swensen

#11. The best argument for mutual funds is that they offer safety and diversification. But they don't necessarily offer safety and diversification.

Ron Chernow

#12. Institutions like mutual funds often worry that if they disclose their plans to buy a stock, copycats will move quickly and drive up the stock before the purchase is completed.

Alex Berenson

#13. Mutual funds have historically offered safety and diversification. And they spare you the responsibility of picking individual stocks.

Ron Chernow

#14. There are tons of people who are late to trends by nature and adopt a trend after it's no longer in fashion. They exist in mutual funds. They exist in clothes. They exist in cars. They exist in lifestyles.

Jim Cramer

#15. Mutual funds were created to make investing easy, so consumers wouldn't have to be burdened with picking individual stocks.

Scott Cook

#16. There were two qualities about the mutual funds of the 1920s that made them extremely speculative. One was that they were heavily leveraged. Two, mutual funds were allowed to invest in other mutual funds.

Ron Chernow

#17. When you diversify your mutual funds, you are diversifying something that is already diversified. Diversifying mutual funds is like taking high octane gasoline & adding water & then adding orange juice to it.

Robert Kiyosaki

#18. And I think the more money you put in people's hands, the more they will spend. And if they don't spend it, they invest it. And investing it is another way of creating jobs. It puts money into mutual funds or other kinds of banks that can go out and make loans, and we need to do that.

Michael Bloomberg

#19. In the long run, a portfolio of well chosen stocks and/or equity mutual funds will always outperform a portfolio of bonds or a money-market account. In the long run, a portfolio of poorly chosen stocks won't outperform the money left under the mattress.

Peter Lynch

#20. If you hope to have more money tomorrow than you have today, you've got to put a chunk of your assets into stocks. Sooner or later, a portfolio of stocks or stock mutual funds will turn out to be a lot more valuable than a portfolio of bonds or CDs or money-market funds.

Peter Lynch

#21. If you ask me, over time, I am a believer in the Indian financial saving story getting stronger; a lot more savers are moving money away from gold and real estate into banks, mutual funds, insurance and equities.

Uday Kotak

#22. Mutual funds dare to be average. In fact, they dare to be lousy. They have long since ceased striving for anything resembling perfection when it comes to managing your money.

Gary Weiss

#23. I think those who invest in mutual funds want someone else to do the thinking for them. But the fact that they can move the money around the family of mutual funds just through a phone call lets them feel that they can play tycoons.

Ron Chernow

#24. There is no reason to feel any shame in hiring someone to pick stocks or mutual funds for you. But there's one responsibility that you must never delegate. You, and no one but you, must investigate whether an adviser is trustworthy and charges reasonable fees.

Benjamin Graham

#25. Brokerage firms don't sell customers stock so much as they sell those horrible mutual funds

Michael Steinhardt

#26. I just don't like mutual funds. I think they're a rip-off.

Robert Kiyosaki

#27. Move your personal investments and retirement funds to socially responsible investment (SRI) funds that support only those corporations that uphold higher standards of behavior. Returns on SRI funds are usually equal to, if not better than, many of the well-known traditional mutual funds.

Simon Mainwaring

#28. Mutual funds give people the sense that they're investing with the big boys and that they're really not at a disadvantage entering the stock market.

Ron Chernow

#29. [A] major source of wealth for many families is financial assets, including stocks, bonds, mutual funds, and private pensions ... the wealthiest 5 percent of households held nearly two-thirds of all such assets in 2013

Janet Yellen

#30. To make the most of your money, I recommend sticking with mutual funds that don't charge a commission when you buy or sell.

Suze Orman

#31. Full service brokers, in this day and age of low cost mutual funds and discount brokers, are really nothing more than machines for ripping off retail investors.

Joel Spolsky

#32. Affected hundreds of thousands of ordinary Canadians who have invested in mutual funds that invest in income trusts.

Ralph Goodale

#33. In general, the hedge funds were clobbered by the 1969 bear market, ending up in many cases with records that were worse than those put together by aggressive mutual funds denied the luxury of short sales.

Carol Loomis

#34. I think you'll do as well as most professionals. Most professionals don't beat the market. Let's not over-rate my industry. But if you have time, you can be in good mutual funds that have good records.

Jim Cramer

#35. Many novice real estate investors soon quit the profession and invest in a well-diversified portfolio of bonds. That's because, when you invest in real estate, you often see a side of humanity that stocks, bonds, mutual funds, and saving money shelter you from.

Robert Kiyosaki

#36. Wall Street, with its army of brokers, analysts, and advisers funneling trillions of dollars into mutual funds, hedge funds, and private equity funds, is an elaborate fraud.

Michael Lewis

#37. Mutual funds are an overrated investment heavily promoted by Wall Street.

Peter Schiff

#38. Most of the mutual fund investments I have are index funds, approximately 75%.

Charles R. Schwab

#39. Mutual fund managers want your money in their funds. They get paid based on assets under management.

Barry Ritholtz

#40. The most popular investing products are the worst ones for investors.

Robert Rolih