Mutual fund terminology and fee structures explained
This note outlines mutual fund concepts such as fund groups, individual funds, and terms like load, no load, and deferred sales charge. It defines liquidity and distribution costs, redemption fees, expense ratios, minimum purchases, ticker symbols, and Nasdaq style rankings for funds. It also mentions front-end charges, annualized returns, and how fund performance is measured.
MENTIONED IN THIS ARTICLE
4Group
Mutual Funds
Nai
Trent
Lippe
Aratag
Ato E
Cuttom F Ft
Janus SkTmedin
JASBK
Thornburg
Lidtinca
Stbovdn
Dohn Hancoce
JHSAX
Ono
Areylus ST Inne
USAA
John Hancock
Federated F LidTrim
Ltf&x
Hovenkis & Wiley LawDurry Federated Alita P
Advian Stadx
Prudential Funds & Structa P Prsaix
CineGroup
Unstia
Omak NA Flag Investors
Snilni P Flinx
Neubergert
Berm
LidMann
Fanny Tung
Westwood
Fremont
Salomon Brothers HY Oa
SAHYX
Hotchkis & Wiley TotalRel
Hwtrk EE
New England
Salomon Brothers
Dreyfus
Macind
Pranix
Hilnca
Keystone Amer
Inlmeda Haiak
Prorim Amer Gro
Hiyida
Payden & Rygel
Boltals
Chicago Trust
New England Fds
Milne
NEHBS
Vanguard Group
IT Corps
BIA
Franklin
Invesco
Corcoran Facts Bond
HY Aga
Jung Galngle
Asa
Oha
Astra Group
Aus-An
Vanguard
Astra Grou Ams
MGEIX
Pier Jaffray
Frankin Clase
Astorl P Fkusk
Invesco Sellnem
Marlyn Amsfx
Coralnc Prpix
Keystone
Amer Century Bend
MFS
Sur
America
B & Aa
Advantus
GMA Usgnx
ADRIX
TIA
Pancor
JAI
IAIBX
Smith Breeden Miusgvn
SOIDX
Smith Barney
SIGAX
Tulal
Family Fury
Hfe
Fhoenre
Phoene Furus
Fidelity
USA
Phoenix
NAMFK
Dell Y
Advior
ErtMkt
FAEMK
VanKamp AmCap
Global Incaine Hilncé
Ghiax Vey
Phoenix Funds
Glaha Income Milne
Ghibk Wy Ag
Vankamp
FSA
WB NS Alliance
AGIAX
Seean
AIM Funds Incop
Scudder
Emmkinn
Strinc
Morgan Stan
WidHilda
SunAmerica
Qivine& Sdiax
Mnorgan
Sassman Brothers Strait
Alvance
HUTA
BSC
John Hancock Strincé
SHFIX
Mer Loach & Amerincé
PaneWebbe
Morn Lynch
SunAmenca Fas
SDIAX
GAIAX
Corporate a bonds and more: a 12 month return buyer guide
A handy buyer's guide compares stock and bond funds with varied objectives to help evaluating funds for a 12 month return. It highlights corporate bond funds and other fixed income options for investors seeking balanced exposure.
The Guide to Mutual Funds in Money Matters
The weekly mutual fund guide appears Mondays in Herald Journal Money Matters. It uses AP and Lipper data, excludes funds with initial purchases over 50000, and groups rural funds into four groves by objectives.
MENTIONED IN THIS ARTICLE
Herald-Journal
Money Matters
Associated Press
Lipper Analytical Services
Ing
Also Mentioned on This Page
Bonds & More
Stock & Bond Funds
Eet
Davis Funds
CvtSec& Rpfcx
Pos
Warhee CT
Vale Kplak Ryans Apa
Vioyessors
FLVBA
Unds Balar
Funes Allen Guakk
ManierWorks Fungs
Onpenhemer Bo'ncap
Omktona
Oodman Sachs
Stock & Bond
Treasury
Government
Government Dept General
New York State
Equites