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This newspaper page contains 5 articles. Subscribers can read the full text of each article.
Newspaper
Syracuse Herald Journal
Location
Syracuse, New York, United States of America
Date
Mar 03, 1997
Page
14
A dense description explains fund load, front end charges, and performance metrics including 13 week and 5 year returns. It notes NAS and Lippar data, front end load indicators, and annualized returns. The passage references expense ratios, sales charges, minimum initial investments, and a phone contact for prospectus details.
This handy buyer's guide helps compare funds across objectives including FUND GUIDE IV Government bands and General municipal bond options, focusing on the best 12 month return. It guides readers through evaluating fund choices for short term municipal exposure and income potential.
The Monday guide offers small investors data from AP and Lipper on mutual funds. Excludes funds with initial purchases over 50,000 and groups funds by stock or bond objectives. Four consecutive Mondays present tables of top 12 month return performers and fund details.
The fund allocates at least 65 percent of assets to U S government or agency securities including zero coupon bonds for long and intermediate term goals and to municipal debt with high credit ratings, insured options, and varying averages from five to ten years. It previews next week focus on growth and stock funds.
A forthcoming focus covers corporate bonds and mixed funds in three weeks. Coverage includes Stock and bond funds, High-yield taxable bonds, Mortgage bonds, World bonds, plus Short-term intermediate and long-term investment-grade corporates and general taxable bonds.
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