Mutual Fund History

2010 Fund Report Cards - by Category

2010 Fund Report Cards - by Family

Training & Lecture Schedule

Important Fund Changes

Past Performance

Beating the S&P 500

Advice of the Financial Press

Dollar-Cost Averaging

Thomson Financial InvestmentView Users

Mutual Fund History

It was philosopher George Santayana who said “Those who cannot learn from history are doomed to repeat it.” Karl Marx offered that “history repeats itself, first as tragedy, second as farce.” I think investment history suggests there is truth to these claims. This section provides a historic look back at:

a wide variety of historic return comparisons
the best and worst returns of various holding periods
returns of the American presidencies
effects of war on the stock market
the devastating effects of rising interest rates on bond fund values
the value of dividends to overall mutual fund growth told in text and charts
The mutual fund graveyard created by the market crash of 2000

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Subscribe now - $295.00 per year gives you access to a 13-point report card on every mutual fund, volumes of reports, studies, proofs, and other support documents that provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

No-Load Growth Sends A Wake up call to Advisors — finally, a clear recognition of the problem, and a common sense, provable solution.

"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

- JoLynn Free
First Vice President
RBC Dain Rauscher,
Austin TX