Mutual Funds: A Guide for Investors

Oriented mutual funds for retirement savings and other financial goals. … positive and negative aspects of the mutual fund investment and how ….

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Mutual Funds: A Guide for Investors
HOW MUTUAL FUNDS WORK …4
What They Are … 4
Characteristics of Funds … 5
Advantages and Disadvantages … 6
Different Types of Funds … 7
How to Buy and Sell Shares … 9
How Funds Can Earn Money for You … 10
FACTORS TO CONSIDER …12
Degrees of Risk … 12
Fees and Expenses … 12
Classes of Funds… 16
Tax Consequences … 17
AVOIDING COMMON PITFALLS …18
Sources of Information … 18
Past Performance … 21
Looking Beyond a Fund’s Name … 22
Bank Products versus Mutual Funds … 22
IF YOU HAVE PROBLEMS …23
GLOSSARY OF KEY MUTUAL FUND TERMS …24

Download Mutual Funds: A Guide for Investors pdf from www.sec.gov, 32 pages, 1035.68KB.
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