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How to Read a Mutual Fund Prospectus: A Practical Guide to Getting the Most Out of a Mutual Fund Prospectus download epub

by Thomas P. Lemke,Gerald T. Lins


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a Mutual Fund Prospectus : A Practical Guide to Getting the Most Out of a Mutual Fund Prospectus.

How to Read a Mutual Fund Prospectus : A Practical Guide to Getting the Most Out of a Mutual Fund Prospectus. by Tom Lemke and Gerald T. Lins. Select Format: Paperback. ISBN13:9780965537414. Release Date:May 1999.

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prospectus to make fund decisions Name of the Mutual Fund  Prospectus must be updated at least annually .

prospectus to make fund decisions Name of the Mutual Fund  Prospectus must be updated at least annually  May be a consolidated prospectus for several funds from the same fund family – Example: Vanguard .

Chapter 4: Mutual Funds I. Mutual Fund Basics A regulated investment . Mutual Fund Basics A regulated investment company pools and invests the funds of individuals with common investment objectives in the financial securities of other companies. For example, if fund holdings are out of date (due to declines in market value) or illiquid, the book value may not be an accurate assessment of the value of the fund's underlying holdings.

If you turn to the Table of Contents (in the prospectus) you'll probably see a section that talks about Risk/Return. Each fund family uses different headings for the sections so you'll just have to look around a little. If you don't see a section heading for Risk/Return, glance through the first several pages.

Along with finding out what you’ll have to pay to invest in a mutual fund and what you may have a chance to get out of it, you’ll want to investigate the potential tax implications. The fund’s turnover rate is a big clue.

The mutual fund prospectus is your guide to understanding how your current or prospective investment may behave. A prospectus can give a manager a lot of latitude. 2. Fees are often confusing. The average for diversified . 3. Look at the fund's worst year or quarter

Understanding the Mutual Fund Prospectus. The mutual fund management company will use to invest your money

Understanding the Mutual Fund Prospectus. If you invest in mutual funds, including index funds, one of the most important things you need to know involves a document called the mutual fund prospectus. It is extremely important to you because it contains a tremendous amount of information that you can't get elsewhere. The mutual fund management company will use to invest your money. Some funds follow a value investing strategy, some go for growth stocks, while still others may use risky strategies involving stock options.

You don’t need to dig through a prospectus to get things like fees or investment objectives. That’s worth checking out. Also, the SEC provides guidelines on what to look for in the prospectus.

The intimidation factor of choosing an investment vehicle can be one of the reasons why potential investors might feel more comfortable keeping their nest egg in.

The intimidation factor of choosing an investment vehicle can be one of the reasons why potential investors might feel more comfortable keeping their nest egg i.If you are looking to invest in a mutual fund, here is what you need to know about reading the important parts of the mutual fund prospectus.

Book by Lemke, Thomas P., Lins, Gerald T.
How to Read a Mutual Fund Prospectus: A Practical Guide to Getting the Most Out of a Mutual Fund Prospectus download epub
Investing
Author: Thomas P. Lemke,Gerald T. Lins
ISBN: 0965537412
Category: Business & Money
Subcategory: Investing
Language: English
Publisher: Mercer Point Pr (May 1, 1999)