Handbook for No-Load Fund Investors
For beginning and experienced investors, mutual funds are the cornerstone of an investment portfolio. Today mutual fund assets have soared to over 1.9 trillion, compared with 34.1 billion in 1974. Covering more than 1,700 funds, this reliable, easy-to-use reference gives readers a complete guide to mutual fund investing.
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why you need noload mutual funds
The Case for Mutual Funds
How to Invest in Noload Mutual Funds
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12b-l distribution fee account statements mailed agggr assets bond funds Capital appreci Capital gains Check redemptions Collect calls accepted common stocks consistent with preservation Custodian data common day wire purchase December Portfolio turnover declared daily Discount broker availability Dow Jones ticker Dreyfus exempt from federal Expense ratio fix-inc gr-inc growth funds INCOME FUND Index Initial int'l Invesco Investment objective investors Invests at least Invests primarily IRA/Keogh Jones ticker symbol Letter redemptions listing for data load funds Minimum purchase money funds MONEY MARKET FUND money mkt Muni mutual funds no-load No-Load Fund Number of switches objective and policies organized Portfolio manager preservation of capital Qualified for sale Rowe Price Schwab Scudder Shareholder services Siebert Dividends paid Signature guarantee required switches permitted tax-free Telephone orders accepted Telephone redemptions Telephone switching total return Transfer agent turnover 3 yrs U.S. Government USAA Vangd waiver Waterhouse weighted average maturity Wire orders accepted