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.
MENTIONED IN THIS ARTICLE
Acentes
Otis
Invesco Europe
Bodsn-Beag Scudder Fumin GrEurGran
SCGEX
BT Investment Fossay Laegn
Harbor FundslntiGrav Haigk
THIA
Nicholas Asplegate EmaCa
Nordicn Wenox
Smith Barney
Euro Sbeex Ag
Hy Qakmark
Tailin N Gakix
Qean Willer Eurat Diwegx
WENLE
Bas
Scudder
LatAmer
SLAFX
Merrill Lynch
Lalams
Merrit Lynch
LalamDt Moltx
Invesco LatAmGrap
Pioneer Fund
Europa Pearx
Merrill Lynch B.latAm
Fidelity Inves
EurCasant Fecax
Lynch Clinamct
Capstone Group
Nziend Np
Lynch Aeuroa
Maeex Ely
Excelsior
EmgAmr Umeax A
Etser Fund Europes P Pbeux
Reuberger&Bermi
DevMikt
Merril Lynch
Evroft
San NS
Europe
FundsCanadae
MCCNX
LatAm
PRLAX
Wott
Prrocor
P Prilx Uv
Lean Witter
Ida
Projcor
NS NS
United Services
Uschivarp
Perces Mae
Sae Rae iII
Syear
Teleshowaamily
van Eckgihasian
Fabia NS NS
Buffalo Funds USA
Buffalo Funds USA Ghint
AIM Fundsgloagg P Agaax
FRGA
Elbo
Janus Fund
Wiidw
Grounglobic
Oreyius Premer-Griha
PGROX
Templeton Glass
GiopCoip Tegox
Scudder Funos
NS Fortis Funds
Keystone Amer Afundama
Templeton
Shia Fssa
Nicholas Applegee Widwdegra
NAWGX
FUGA
Keystone Amer
Cfndamet
Kfack Xu
Evstone Amer
FrdAmEt Kfabx
SM Funds
Giro Aggax Oy
Alianca
Gibsmad Goscax
Nicholas Appiegalecvavigie Raney
AIM Fundsgigrb
Putnam Funds
Ussa Groyer
MES
Aworga
VanKame AmCep Agiegap Acgax
Havesco
WiiCam
BIWCX
AAFS
Byiczas
Bose
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.
MENTIONED IN THIS ARTICLE
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.
MENTIONED IN THIS ARTICLE
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.
MENTIONED IN THIS ARTICLE
Treasury
York State
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Metra
Rand
Lipper
Gach Fund
Ces
Pesan
Epree
Reo
Riya
KTCAX
ULREX
KTCBX
Kreck
GPSAK
Zou
Sear
FIA
Furds TeenComa
Stale St ReseerchGiResa
Stale $i Researchgiresb
Fidelity Selects
Fidelity Seeds
GT Global
Dvalresa Robertson Stephens infoAgi
Naresb
Fresco Energy
Tenergy Eaton
Marethot
GaldNik Buco Adusersdanova Fidsity Sects Broker
Vanguard Group Spenrg
CGM Funds Realty
Pimgo Advisors
Innoye
Pimco Advisorsinnayb
Freafily
NatGas
Robertson Sterhent
NatRes Fidelity
Kemper
A-Techa Lonaleat Porters
Kemper Funds
TechBt
ConPraga
Franklin
Talal Net
Tek
Evanrk
PIVAX
Pivck
Liz Val ‘Ar
Tod
Satorae
BOASS
Pulne
Aoa
Rita
Oba
Hia
Sau
Syed Ferums
Saks Exp
Rank Cig Rao Schmasniber
ESA
USA
Uza Thia
Bza
Anna
Mpere
Asn
BOT Baz
Eo Son
Sede
Zeabal Boas
Footcore
Stearman Funds
Assoca N Sassx
Adrmhira Kohax
Ealnc
SEQIK
Keystone Amer Atatreta
KGBAX
Keystone Amer C
KGBCK
KGRBX
Pimcg Advisors
Eqina Ponax Pimco
DEDIX
Pradetal
Eat
Phoix Delaware Grou Adecina P
DELDX
Puram
Egine
Peimx Riverfront
RFIEX
Delaware Group
Nequx Enterprse
Eainea P Engi
Epeix ST
Cesc Wanner
Deleware Grow
Nahons Fund
Eainela Np
NEQE
Hers
Bob
Nana