Investment fund return and fee glossary fragment
This excerpt defines terms for fund performance and charges including 13 week and 1 year total returns, 3 year annualized return, and rank ratings from Atom and Alto. It explains net asset value movement, sales charges, and 12b-1 marketing expenses, plus minimum initial investment and a 5800 number for inquiries.
MENTIONED IN THIS ARTICLE
Igtal Reken
Eapetaini
Rank Co Sa
Sleisstr
John Hancocr
HividSs
Fords S
Northstar
Pilgrim
Sundma
Fuss Tad Shnax
Barkohra Rai Perch Fumber
Ficker
Cghi
Faciien Cfxix
Fee MrAevise T Frei
PaineWebber C
mieWeover
Asrinca
North Am
Strines
Phoenix
SunAmerica
New England
Fidelity
Stine
Oppenhaimer Asiica
AmCaa Asigina
AGA
D &N
SunAterica
Eae
Ig Bees
OSICK
Onpenheimer
Handy buyer's guide for 12 month fund returns
This guide helps compare funds across objectives including stock and bond funds corporate bonds and short term investment grade options. It highlights best 12 month return prospects and provides a quick overview for readers evaluating investment choices across fund types.
Mutual Funds Guide Appears Every Monday in Money Matters
The Herald Journal Money Matters section features a mutual funds guide drawn from The Associated Press and Lipper Analytical Services Inc. Funds with initial purchases above 50000 are excluded. The guide splits funds into four groups by objective, two stock funds and two bond funds. It highlights funds with the highest 12 month total return and provides fund details, performance and price.
MENTIONED IN THIS ARTICLE
Herald-Journal
Associated Press
Lipper Analytical Services Inc
Corporate homes and more stock and bond funds
A mixed portfolio overview outlines stock, bond and money market options including high yield taxable bonds and mortgage bonds. It details investment themes by term and credit quality and notes municipal and government bonds, with future focus on growth and sector funds.
Also Mentioned on This Page
Pat
al Mama
Ziarger
Amers Ch
Lipper
Cates
Ine
Eeeigiiisa
Fed
Totel
Atom
Famine
Stock & Bond Funds
Murlesaman
Jauhl
Strala Py
Dann Hancockest
Adrian
STADX
Ceomeicer
Strona
Suast Cosptya
Harbor
ShtOurn Entisa
Finiacn
Im Quest
Goophep Gopex
USAA
Haren Winylow Durn
HWLDX
SIH Janus Fund
Genseen Gseck
Amer
Lidinen
MonasBaly
IGE
BEA
Hamack
Viste
Gondwa Trsbx
Norwest Advantece
Nolandales
Foatnoe
Inter Ban
NEFRX
Keystone Amer Adlaimbda
Fremont Funds
Piper Jaffrevini Bond
Stein Roe
SPA
Amer Fils Aialing P Faulx
Brandgsma
Keystone Amer ClaimBdt Rr
Chicago Trust
Corceren
Keystone Amer
PJARX
Alliance Capabondan
Gstashitutis
Alliance
Cobicp
Merrill Lynch Dacird
Allience
Aiwa
Loomis Sayies
Bonda
FEUGE
Keystone Amer Acenfrea
Forum FandelavEnd
Fisa A
BeirdAgy
Barix al NA An
Freita
Invesco Selman
Amer Us
JAE Funds
Keysane
Federsted
Nerd Eds AB Agus
Cororate Homes & More
World Bond
U.S
Treasury
New York State
This is just the beginning! Our collection holds over 300 years of history, including rare newspapers, obituaries, marriage records, birth records, and so much more—most of which you won’t find anywhere else!