How To Stay On Top Of Your Mutual Fund Investment

Let's face it, most people out there have some form of mutual fund (unit trust) investment, whether present or past. It's also fair to assume that if you have a personal insurance protection, chances are your financial planner or insurance agent might have also sold you some form of mutual funds in the past. Many insurance policy these days are also attached with an investment linked policy, which allows policy holders to choose their choice of funds.

As per any form of investments, one should always monitor the performance periodically to make sure that your funds are performing up to expectation, and the fund continues to be invested in its original objectives and allocation. At times, reallocation of funds may be necessary to counter the cyclical trends, under-performance, etc.

In reality, sadly, many people simply leave their funds aside the moment they signed the dotted lines, and HOPE FOR THE BEST! For the "lucky" ones, their Financial Advisor may update them periodically of the funds' performances. However in most cases, they will never hear from their good old Financial Advisors any more, other than the time when the advisors "want" more money!

With the advancement of software technology and the internet, it is now very easy to track and monitor your mutual funds performance, all at one glance! I call this the "Mutual Funds In A Box"!

Introducing Morningstar. It is the most comprehensive database of mutual funds covering all major countries including US, UK, Asia Pacific and Malaysia. Besides offering up-to-date information such as fund objective, price, asset allocation, and performance on all mutual funds funds, the website also offers insightful analysis, unbiased fund ratings, and sophisticated analytical tools to help both individual and professional investors make more intelligent investment decisions.


When you are at the site, make sure you sign up as a member and it's absolutely free! Add a portfolio and assign the individual mutual funds that you have purchased. You may enter the date of purchase, amount and the unit price. With the click of a button, the system will automatically update the latest performances of all your individual funds, including market price, year-to-date and past year's performance, latest analyst rating and their respective asset allocation. Above all, you can also monitor all your trust funds COMBINED and assess your portfolio weightage for each trust fund and even individual assets!

In a nutshell, you are now able to track and monitor all your global trust funds investments by the simplest of clicks and hassle free! I strongly recommend you to check this out now! To choose different countries, simply click on the specific country located at the bottom of the website. For US residents, you may visit this link to take you there directly instead.