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May, 21 2010

burnmoney2

Understanding the various forms of mutual fund fees (Part 2)

Here are some other types of fees that could impact your investment and are worth investigating before you make your final investment decision

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May, 18 2010

burning money

Understanding the various forms of mutual fund fees (Part 1)

Earlier this year, we wrote about the impact of fees on fund performance. These fees come in many shapes and forms. Here’s an explanation of some of the main ones so you’ll have a better understanding of what these fees mean when you next see them listed in a data table or prospectus. This first installment in a two-part series focuses on load and no-load funds.

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Feb, 12 2010

751221191_fdb8eae75c

Understanding a mutual fund’s Net Asset Value (NAV)

In order to understand the concept of NAV, it is important to have a basic understanding of how a mutual fund works. Forgive the basic primer, but essentially a mutual fund allows a group of investors to pool their money together in order to achieve a predetermined investment goal. A fund manager (or team of [...]

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Jul, 31 2009

money

Take More Responsibility for your Financial Affairs.

As the recent months have shown, it’s up to each person to take some responsibility for their own financial affairs…

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