Individual Investor's Guide to No-Load Mutual Funds |
Contents
Mutual Fund Categories | 1 |
Understanding Mutual Fund Statements | 9 |
Mutual Fund Recordkeeping and Taxes | 17 |
Copyright | |
7 other sections not shown
Common terms and phrases
$100 Subsequent 1987 Net Investment Advisor Annual Rate Annually 12b-1 Annually Minimum Annually Subsequent appreciation through investment Asset Value End Bear NA Beta bond funds capital appreciation Common stocks companies convertible bonds convertible securities Corp corporate bonds Deduct Tel Exchange Degree of Diversification Distributions from Net Diversification Bull Bear Diversification NA Beta Dividends from Net Ending 12/31 Distr Ending 12/31 Five-Year Equity Fidelity Five-Year NA Total Five-Year Total Return foreign securities fund's Gains Losses GNMA Growth & Income Initial investment in common Investment Income Keogh Largest stock holdings Millions Min IRA Money Market Monthly Capital Gains mutual fund Net Asset Value Objective P.O. Box Portfolio Turnover Rate Rate of Return Ratio of Expenses Realized Capital Gains repos Rowe Price Seeks capital appreciation Seeks long-term capital short-term securities Tax-Exempt Tax-Free Telephone Exchange Total Assets U.S. Treasury Withdraw Tel Exchange Yes Amount Yes IRA Yes Minimum Yes Registered Yes With MMF