3 Simple Steps to Check Up on Your Mutual Funds

It's not just a question of how well your fund did -- it also matters when it posted those returns.

Step 1

Go to www.morningstar.com (Or look up funds via Kiplinger.com’s free Fund Finder tool), type in a fund’s name or symbol, and click on “performance.” Look for year-to-date or one-year returns. Thanks to the bull market, many stock funds have been doing well lately. “That makes it hard to draw conclusions,” says Christine Benz, Morningstar’s director of personal finance. So examine the fund’s five- and ten-year returns, too.

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Contributing Writer, Kiplinger's Personal Finance
Carolyn Bigda has been writing about personal finance for more than nine years. Previously, she wrote for Money, and is a regular contributor to the Chicago Tribune.