Mutual Funds: An Introduction to the Core Concepts
Each book in the series cuts through the jargon and mystique of the financial markets to give the reader a clear picture of how and why these markets function as they do.
Key features include:
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amount Annual Total Return asset classes asset value back-end load bear market benchmark bond funds brokerage brokers capital gains capital gains distributions cash choose closed-end funds company’s compared costs decline discount diversified dividends dollar-cost averaging earnings emerging markets equity funds ETFs example exchange expense ratio financial advisers fluctuations front-end load Fund A fund fund assets fund manager fund manager’s fund that invests fund’s performance funds invest global goals growth funds hedge funds higher holdings income increase index fund interest rates Internet Investment Company Institute investment objectives investment style large-cap load fund management fees money market funds Morningstar mutual fund companies mutual fund industry mutual fund shares net asset value no-load funds operating expenses P/E ratio passively managed payments period portfolio prospectus purchase redeem redemption fees reinvested retirement plans risk sales charge share price small-cap specific strategy trading types of funds usually volatility