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Before You Invest
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20 percent alternative minimum tax annuity asset allocation plan back-end load bank bond funds buy shares capital gains charge common stocks cost DCAP formula determine discount brokers distribution earned emergency fund expenses federal fees front-end load full-service broker fund drops fund's performance fund's price funds invest growth fund growth mutual fund growth stocks increase Individual Retirement Account initial investment interest rates invest in mutual invest in stocks investment company investment plan investors limited partnerships load funds market indexes market mutual fund maturity ment money market funds money market mutual monthly investment municipal bond NASDAQ no-load fund number of shares open an account payments portfolio prospectus rate of return reinvestment requires reset risk risky select a fund set the target shareholders Standard and Poor's target price tax-deferred tion trading range types of investments typical dollar-cost averaging usually worksheet XYZ Fund zero-coupon bonds