Fund Fee and Purchase Terms Summary
The passage outlines fund fee concepts including front end sales charges shown as NAV, ongoing costs like 12b-1 marketing expenses, and management fees. It notes total return basis over five years, minimum initial investment, and an exclusion for funds with minimums of $50,000 or more, plus a contact number for more information or prospectus.
MENTIONED IN THIS ARTICLE
Rami A
Ato E
Atria Man
Anageent Sae
yMininem
Lipper
Megihs
Excelgio
Eaton
Trauiional
NafiMyn Ebnax
Godmsr Sachs
Muninca
GSK
Safeco Funos Mare Fcok
Eaton Vidarathon
iMunt van
Oppeheimer
Mums Optax
Amer Certury Bank
Auveet
Princer Fura
Simth Barrey A.mgmua P
BaDa
Nance
Faruly Fund Yooinoe
Church Furtibet
Oppenheiner Roch Lidnya Pb
Uv ‘Oy
Oppenheimer Roch Ltdnyx
Nuveen
A Ltdmba P
Studder Funds
Teleshone Family Fund
Dreyfus
USAA
USATA
Boston
Franklin
Froinl
Ohltia
Vanguard Group
Calsit
Vcaix Él
Ritaein i
SIA
NS NS
Fis
Mateini
SEMAX
Fidelity Spartan Calntirmi
Gia Bva
Fund Guide IV II TM Buyer’s 12 Month Return Tips
This handy guide helps investors compare funds by evaluating the best 12 month return relative to different objectives. It outlines key metrics and considerations to aid selection among funds under varying risk and income profiles.
Weekly mutual fund guide outlined for Herald Journal readers
The Guide to Mutual Funds appears weekly in Money Matters to help small investors. Data come from AP and Lipper, filtering out initial purchases above 50,000. Funds are grouped by objectives into four categories, two stock and two bond focused, with top 12 month returns highlighted. The guide defines various bond fund categories including U.S. government, agency securities, and tax exempt municipal debt. Growth funds will be covered next week, with planned topics on Capital appreciation, Growth, Small cap, Mid cap, and Growth & income. In two weeks equity and world funds will be featured, including Sovereign equity, Equity accing, Global and International groups.
MENTIONED IN THIS ARTICLE
Italy
Avamala
Indiralac
Herald-Journal
Money Matters
Associated Press
Lipper Analytical Services Inc
Mutual Funds
Nto
Corporate bonds focus expands across funds and bonds
In three weeks emphasis centers on corporate bonds and mixed funds. Coverage includes stock and bond funds, high-yield taxables, mortgage bonds, world bonds, plus short-term investment grade corporates, intermediate and long term investment grade corporates, and general taxable bonds.
Also Mentioned on This Page
Au Lun
Pavann & Mig
Reddence Ct oyCa
Fedele Sagrtan
BRGR
Eutor
Aia
Saomen Broers Jsc
USA
Biarre
GE Fates Ngomet Gefix
VRIES
Loomis Savies Us
Baba
Amer Cenary Dean Vanguard Group
Acmlt
Heartland
Tarvin Wuatx
Cetury
BTEIX
Darnev & Gvica
SGVAX
Rushmore
Schwab Fords
Ban Silex
California Trust Cas
Chaens Trust C Ing. ' Ns of
Invesco Usgov
Engva
Everpase Grond Gaeta O
Federated
Govida Feder
WEA Bia
Colonial Fund
Northstar Funds
Govlt Adgyx
Compost'e Group
Usgva P Cmpgx
Pultati Funds
Ceben Ey O Pry
RSI Trust
RSIAX
Vavageur
Usgovin Vusix
Keystone Amer
Gvsecht Kagex
Delaware Voyageur US
Oppenhemer & Usgwib
GovSen Btvox
Allas Funds
Gvisecé
Asgiax
Toitsva
Jonn Hancock
Vsion
Usgovt
Munder
AUUKX
Dean Witter Usgytt
Wright Funds
Ustreas Wgorx
Prudential Funds
Colonial Funds
Fedscb
CFSOX
Federale
Putnam Funds
Prudential
Gvind P
New York State
Chro
Umoer
Safeco
Caltfrn
Delaware Voyageur
United Fungs MunHy Umuhx
Mae
Amd CE
Exo
Telephone Family Fund
Umill
Valcom
Purch Number Alliance
Cap
Amascar
BUICK
Aliance Cap B.muncab Buibk
Alliance Cap
Merral Lynch
Treasury
U.S
United States
Inivico
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