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Syracuse Herald Journal in Syracuse, New York

02 Sep 1997

Page 5

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Syracuse Herald Journal September 2, 1997 Page 5 old newspaper archives

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This newspaper page contains 3 articles. Subscribers can read the full text of each article.

Newspaper

Syracuse Herald Journal

Location

Syracuse, New York, United States of America

Date

Sep 02, 1997

Page

5

Understanding Mutual Fund Terminology and Fees

This overview explains fund structure with family groups centered on individual mutual funds. It covers terms like front end load 12b-1 plan redemption fees and expense ratios, plus footnotes for dividends distributions and fund performance indicators.

MENTIONED IN THIS ARTICLE

Outs Fund Poals P— Fund Lipper Dicker
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Handy guide to comparing funds for 12 month returns

This buyer's guide highlights funds with various objectives offering the best 12 month return. It helps investors compare funds across stock and bond categories and notes short term investment grade corporate options.

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Mutual fund guide outlines four money groups and future focus

The weekly Guide to Mutual Funds in Herald Journal Money Matters draws on AP and Lipper data, excludes funds with initial purchases over 50 000, and presents four fund groups by objective. It details fund types such as stock and bond blends, high yield bonds, mortgage and world bonds, and various investment-grade categories, with plans to cover municipal bonds next week and growth funds in subsequent editions.

MENTIONED IN THIS ARTICLE

NAV Compar Fanity Fund Maxus Eallilyt Bonda Drevius ST Incno OSTIX Davis RPFCX Oreyfus Asselall Drarx Hun Usaa Group Shitendn USSEX PameWebber William Blair PaneWebber TctAllAo Federated PauneWebber Kpaax Us Litrman Ltdfx PaineWebber Tetailb Orevius LTGIR OLGRX Prudentiat Babson Groun Astalioy AQNAX Guardian Astallaca Harris Insight HIBIX MasterWorks Funds Lps STLEX John Hancock Ststrala P Oppenheimer A Balnca P MasterWorks Stagecoach Pacifie Horizon Caprico Pacix Marshall Funds Flag Fidelity Invest Amgrgr Neuberger&Bermud LidMann Harris Insight Shintbda NewCetCan Np Teleshone Eamuly Fund PRGVX SunAmerica Fedsca Allance Franklin Usgovl Él Co Alliance Cpbdc Vansuard Group GNMA Bondnx Morig Smith Barney & Invgda SIGAX Milli Barney Ivy Funds Piper Jardy Gavine Pigix Smith Barney SEI Portiahos Strong Funds Corpo Rr Sierra Trust Usgova Vanguard Grou Coron Ywesx Armada AGNIX Coraing Prix AMF US Gant Westcore Mentor Qinca Mouax Invesco ADRIX Advanius Funds MigSecs Amer Century Bend LEXNX Herald-Journal Money Matters Associated Press Lipper Analytical Services Inc
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Also Mentioned on This Page

DR Teta Stock & Bond Funds Sales Family Fund New England Dreyfus Buffalo Westwood John Hantork Wea NS NS Kong Holiakis& Wiley TolatRet Nea Phoenix HiYield Ans Sao Madina PMNIX Salomon Brothers Roe idBo PHCCK Vanguard Group Coron Chicago Trust Ealan IncBos EVIAX New England &Ds Eaton Keystone Amer KAIAX Phoenix Funds Emmka Sirincé Sao SunAmerica SDIAX Fidetly Newhaks Fidelio Emmkip FREMX Frice Funds Emmeig WN PREMX UTA NS NS Muifia P. Namfx Wbre GT Global GHIAX Divincb SOIEX Bear Stearns Fis John Hancock Strinca O JHFIX Mulfib P. Nbmfx Morgan Stan Fds WidHhind x MSWAX NS Ans John Hancock Strineb Stibx AGDAX Stratine MLA Morgan Slan Fas MFS Fonds Slinap MFSOX Gee Diy AGDLX BIA Salomon Brothers Stralé Morgan Sian Widhilb Alvance NAGVA Fidelity Advisor T Sirine Scudder Funds Emskin Iy SCEMX NS Lad Vankama AmCap A SiginAp Vksax Voras Alliance Cap North Am Funds Seriice NATAX Cap Nagycr ANACX MFS Sting MIOEX Tap Strat Gsiax Prudential GSIBX Satomon Brothers U.S Treasury New York State
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