These mutual fund quotes will inspire you. A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.
A collection of motivating, happy, and encouraging mutual fund quotes, mutual fund sayings, and mutual fund proverbs.
Famous Mutual Fund Quotes
- “Equity mutual funds are the perfect solution for people who want to own stocks without doing their own research.” ~ Peter Lynch
- “If you have the stomach for stocks, but neither the time nor the inclination to do the homework, invest in equity mutual funds.” ~ Peter Lynch
- “A mutual fund can do for you what you would do for yourself if you had sufficient time, training, and money to diversify, plus the temperament to stand back from your money and make rational decisions.” ~ Venita VanCaspel
- “The principal role of the mutual fund is to serve its investors.” ~ John C. Bogle
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“Most of the mutual fund investments I have are index funds, approximately 75%.” ~ Charles R. Schwab
- “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
- “Mutual funds have historically offered safety and diversification. And they spare you the responsibility of picking individual stocks.” ~ Ron Chernow
- “Most active mutual funds are more interested in collecting fees than in boosting returns for investors.” ~ David F. Swensen
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“There’s accountability in the mutual fund industry. And they’ve been tremendous engines of wealth for people and they’re going to continue to be so.” ~ Jim Cramer
- “How many millionaires do you know who have become wealthy by investing in stocks, bonds, mutual funds or savings accounts? Income property is the most historically proven asset class in America, if not the entire world. I rest my case.” ~ Jason Hartman
- “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
- “The scary truth is 96 percent of mutual funds fail to match the market, and the 4 percent that do, they’re always changing.” ~ Tony Robbins
- “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 , Mutual Fund quotes investment
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“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
- “Mutual funds charge 2% per year and then brokers switch people between funds, costing another 3-4 percentage points. The poor guy in the general public is getting a terrible product from the professionals. I think it’s disgusting. It’s much better to be part of a system that delivers value to the people who buy the product. But if it makes money, we tend to do it in this country.” ~ Charlie Munger
- “The best argument for mutual funds is that they offer safety and diversification. But they don’t necessarily offer safety and diversification.” ~ Ron Chernow
- “The ability to create same day straight through processing of mutual fund trades is a matter of will.” ~ Kenneth C. Griffin
- “The mutual fund industry has been built, in a sense, on witchcraft.” ~ John C. Bogle
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“Brokerage firms don’t sell customers stock so much as they sell those horrible mutual funds” ~ Michael Steinhardt
- “The mutual fund industry and small investors are very relentless and very unforgiving if people don’t perform.” ~ Ron Chernow
- “Mutual funds were created to make investing easy, so consumers wouldn’t have to be burdened with picking individual stocks.” ~ Scott D. Cook
- “Mutual fund manager performance does not persist and the return of stock picking is zero.” ~ William J. Bernstein
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“A Financial Research Corporation study determined that the expense ratio is the only reliable predictor of future mutual fund performance.” ~ Michael LeBoeuf
- “In every mutual fund prospectus, in every sales promotional folder, and in every mutual fund advertisement (albeit in print almost too small to read), the following warning appears: “Past performance is no guarantee of future results.”” ~ Paul Samuelson
- “Index funds are the only rational alternative for almost all mutual fund investors.” ~ Mark Hulbert
- “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
- “Many financial advisors recommend that you diversify for your own protection. What they fail to tell you is that it is also for their protection. Since most financial advisors cannot tell you exactly which stock or mutual fund is a great investment, they tell you to buy a bunch of them.” ~ Robert Kiyosaki
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“Surprise! The returns reported by mutual funds aren’t actually earned by mutual fund investors.” ~ John C. Bogle
- “I believe that the mutual fund industry’s biggest shortcoming is too much focus on the momentary price of a stock – an illusion – and too little focus on the intrinsic value of the corporation – the ultimate reality. I’m comforted by the fact that Warren Buffett feels the same way.” ~ John C. Bogle
- “Among my greatest disappointments about the mutual fund industry – in addition to excessive costs and excessive focus on the short-term – is that fund managers have been passive participants in corporate governance.” ~ John C. Bogle
- “Invest in low-turnover, passively managed index funds… and stay away from profit-driven investment management organizations… The mutual fund industry is a colossal failure… resulting from its systematic exploitation of individual investors… as funds extract enormous sums from investors in exchange for providing a shocking disservice… Excessive management fees take their toll, and manager profits dominate fiduciary responsibility.” ~ David F. Swensen
- “Santa Claus and the Easter Bunny should take a few pointers from the mutual-fund industry. All three are trying to pull off elaborate hoaxes. But while Santa and the bunny suffer the derision of eight year olds everywhere, actively-managed stock funds still have an ardent following among otherwise clear-thinking adults. This continued loyalty amazes me. Reams of statistics prove that most of the fund industry’s stock pickers fail to beat the market.” ~ Jonathan Clements
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“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
- “I have become increasingly convinced that the past records of mutual fund managers are essentially worthless in predicting future success. The few examples of consistently superior performance occur no more frequently than can be expected by chance.” ~ Burton Malkiel
- “Where I’m from we don’t trust paper. Wealth is what’s here on the premises. If I open a cupboard and see, say, thirty cans of tomato sauce and a five-pound bag of rice, I get a little thrill of well-being – much more so than if I take a look at the quarterly dividend report from my mutual fund.” ~ Garrison Keillor
- “[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
- “The idea that a bell rings to signal when investors should get into or out of the stock market is simply not credible. After nearly fifty years in this business, I do not know of anybody who has done it successfully and consistently. I don’t even know anybody who knows anybody who has done it successfully and consistently. Yet market timing appears to be increasingly embraced by mutual fund investors and the professional managers of fund portfolios alike.” ~ John C. Bogle
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“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
- “Rip Van Winkle would be the ideal stock market investor: Rip could invest in the market before his nap and when he woke up 20 years later, he’d be happy. He would have been asleep through all the ups and downs in between. But few investors resemble Mr. Van Winkle. The more often an investor counts his money – or looks at the value of his mutual funds in the newspaper – the lower his risk tolerance.” ~ Richard Thaler
- “Yes, the investor is often his own worst enemy. Yes, the marketing colossus known as the mutual fund industry provides the weaponry which enables investors to indulge their suicidal instincts. No, the fund industry was hardly an innocent bystander in the market boom and the subsequent carnage. “We have met the enemy and he is us”… all of us.” ~ John C. Bogle
- “You don’t date an annuity, you marry it. An annuity isn’t a mutual fund that you buy today and sell tomorrow. Nor is it a certificate of deposit, ready for any new use at maturity. When you buy an annuity, you are making (or ought to be making) a 15- or 20-year commitment, at least.” ~ Jane Bryant Quinn
- “The average person can’t really trust anybody. They can’t trust a broker, because the broker is interested in churning commissions. They can’t trust a mutual fund, because the mutual fund is interested in gathering a lot of assets and keeping them. And now it’s even worse because even the most sophisticated people have no idea what’s going on.” ~ Seth Klarman
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“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
- “We need a mutual fund industry with both vision and values; a vision of fiduciary duty and shareholder service, and values rooted in the proven principles of long-term investing and of trusteeship that demands integrity in serving our clients.” ~ John C. Bogle
- “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
- “True love is unconditional. And if it is a ‘Conditions Apply’ scenario, then it isn’t true love. It is as good as a mutual fund.” ~ Ravinder Singh
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“I’ve not found ! one single mutual fund, one single real estate investment, any gold, silver or anything else that has given me higher returns than me investing in myself.” ~ Patrick Bet-David
- “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
- “Affected hundreds of thousands of ordinary Canadians who have invested in mutual funds that invest in income trusts.” ~ Ralph Goodale
- “I do not own a single security anywhere that doesn’t pay a dividend, and I formed a mutual-fund company with that very simple philosophy.” ~ Kevin O’Leary
- “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
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“Mutual funds are an overrated investment heavily promoted by Wall Street.” ~ Peter Schiff
- “The Analytical Engine might act upon other things besides number, were objects found whose mutual fundamental relations could be expressed by those of the abstract science of operations, and which should be also susceptible of adaptations to the action of the operating notation and mechanism of the engine… Supposing, for instance, that the fundamental relations of pitched sounds in the science of harmony and of musical composition were susceptible of such expression and adaptations, the engine might compose elaborate and scientific pieces of music of any degree of complexity or extent.” ~ Ada Lovelace
- “Unbeknownst to most American investors, significant portions of their public pension, mutual fund, life insurance and private portfolios are comprised of stocks of privately held companies that partner with state sponsors of terror.” ~ Frank Gaffney
- “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
- “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
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“The corporate killer downsizing is directly responsive to what the mutual funds have wanted.” ~ Jim Cramer
- “Mutual fund managers are trapped in this rather deadly vicious circle: the more successful they are, the more money flows into their mutual fund. Then, it is more difficult for them to beat the market averages or even to match their own past performance.” ~ Ron Chernow
- “It’s the company itself, but most of these mutual fund companies, the guy who runs the company is just a fact totem and the guy who runs the money is the power. But we really don’t know who they are.” ~ Jim Cramer
- “Women tend to have a better track record in investing – when they invest – than men do, because they tend to take a longer-term perspective. They tend to trade less. They tend to shift in and out of stocks or mutual funds less often.” ~ Sallie Krawcheck
- “We need a federal government commission to study the way our financial services system is working – I believe it is working badly – and we also need more educated investors. There are good long term low-priced mutual funds – my favorite is a total stock market index fund – and bad short term highly priced mutual funds. If investors would get themselves educated, and invest in the former – taking their money out of the latter – we would see some automatic improvements in the system, and see them fairly quickly.” ~ John C. Bogle
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“Bulls make money and bears make money, but pigs seldom do. When a stock or mutual fund is up 30%, sell one-quarter of your position.” ~ Nancy Dunnan
- “I believe Washington should be a more active participant focusing on the issue of why corporate shareholders and mutual fund shareholders are not given fair treatment by corporate management and mutual fund management. We need to develop a national standard of fiduciary duty to ensure that these agents, if you will, are adequately representing the principles – pension beneficiaries and mutual fund shareholders – whom they are duty bound to serve.” ~ John C. Bogle
- “I believe Washington should be a more active participant focusing on the issue of why corporate shareholders and mutual fund shareholders are not given fair treatment by corporate management and mutual fund management. We need to develop a national standard of fiduciary duty to ensure that these agents, if you will, are adequately representing the principles – pension beneficiaries and mutual fund shareholders – whom they are duty-bound to serve.” ~ John C. Bogle
- “Without getting into brothels, there are ethical capitalists the problem is that there aren’t enough of them. It is not “just a few bad apples” that have been evident in our corporations, our investment bankers and our mutual funds, but so many that one has to concede that the barrel itself needs some work.” ~ John C. Bogle
