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Syracuse Herald Journal in Syracuse, New York

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This newspaper page contains 4 articles. Subscribers can read the full text of each article.

Newspaper

Syracuse Herald Journal

Location

Syracuse, New York, United States of America

Date

Jan 13, 1997

Page

15

Understanding mutual funds fees and performance basics

The text explains fund performance measures like annualized total return and five year totals, sales charge up front, expense ratio including management and marketing fees, initial investment minimums often around $50,000, and an 800 number for more information or a prospectus.

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Mutual Funds Guide Stirs Investor News in Herald-Journal

The weekly Mutual Funds Guide appears in Money Matters to aid small investors. Drawn from The Associated Press and Lipper, it excludes funds with initial purchases over 50 000 and groups funds by four objectives. The guide reports last twelve month total returns and fund details for stocks and bonds sectors. Equity Income targets high current income and growth by investing 60 percent in equities.

Qnet Nasdan Herald-Journal Money Matters Associat 60 Press Lipper Analytical Services Inc

Global funds invest beyond the United States

The description explains that Global funds invest at least 25 percent of their portfolio in securities traded outside the United States and may also hold U.S. securities. It includes funds focused on small companies and those with flexibility to invest in different asset classes, including regions outside the U.S. and funds focusing on international markets.

W Global United States U.S International

Corporate bonds and mixed funds focus next week

Corporate bonds and mixed funds will be the focus next week covering stock and bond funds high-yield taxable bonds mortgage bonds world bonds short-term investment-grade corporate intermediate-term and long-term investment-grade corporate and general taxable bonds Municipal and government bonds follow in two weeks with various Treasury and municipal debt funds then three weeks feature capital appreciation growth small-cap mid-cap and growth income funds.

Treasury York State

Also Mentioned on This Page

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