My club only invest in Mutual Funds. We buy $300 a month worth. While setting up the club what do I put for Acquisition Date, Adjusted Cost Basis, and Shares ?
Also, when I do takes, do I just look at the gain in mutual fund shares and pay taxes on those gains?

Morningstar offers some excellent tools to compare mutual funds.
And your library likely offers access to much of their premium service.

Bob

> On Mar 28, 2018, at 7:58 AM, Mary Anne W. Gardner via bivio.com <user*33040400001@bivio.com> wrote:
>
> Hi Vaughn,
>
> How do you research mutual funds since Better Investing stopped providing the tools to compare them and run their numbers, or has BI gone back to providing that kind of thing?
>
> Best,
> Mary Anne
>
>
> On Tue, Mar 27, 2018 at 10:10 PM, Vaughn Taylor via bivio.com <user*37168000001@bivio.com> wrote:
> My club only invest in Mutual Funds. We buy $300 a month worth. While setting up the club what do I put for Acquisition Date, Adjusted Cost Basis, and Shares ?
> Also, when I do takes, do I just look at the gain in mutual fund shares and pay taxes on those gains?
>

Our members do research to determine which mutual funds to buy. We use the tool on Morningstar.