A Guide to Mutual Fund Investing

A GUIDE FOR mutual fund investments. Chase Investment Services Corp. investors turn to mutual funds to their long-term funding requirements. ….

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A GUIDE TO MUTUAL FUND INVESTING
CHASE INVESTMENT SERVICES CORP.
Helping you reach your financial goals.
Professional Management, Diversification, Affordability, Liquidity, Dividend Payments, Dividend Reinvestment, Capital Gains Distribution, Increased Value
Learning More About Mutual Funds
Costs Despite Negative Returns, Knowledge of Portfolio Holdings, Degrees of Risk, Buying and Selling Mutual Funds, Market Timing, Impose Redemption Fees, Implement Trading Restrictions, Modify Exchange Privileges, Identify and Isolate Market Timers
Different Types of Mutual Funds
What’s In A Name, Money Market Funds, Bond (or Income) Funds, Stock (or Equity) Funds, Balanced Funds, Unit Investment Trusts (UITs), Exchange Traded Funds (ETFs)
Mutual Fund Fees and Expenses
Sales Charge (Load), Contingent Deferred Sales Charge (Load), Exchange Fee, Management/Investment Advisory Fees, Distribution/Service Fees (12b-1 Fees), Other Expenses
Total Annual Fund Operating Expenses (Expense Ratio), Revenue Sharing, Buying, Selling & Exchanging
Understanding Share Classes
Making the Most of Mutual Fund Class A Share Discount Opportunities
Tax Consequences
Sources of Fund Information

Download A Guide to Mutual Fund Investing pdf from www.chase.com, 7 pages, -KB.
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