Mutual Fund

This year's top-performing mutual funds aren't necessarily going to be next year's best performers. It’s not uncommon for a fund to have better-than-average performance one year and mediocre or below...
A mutual fund company generally must pay redemption proceeds to a shareholder within seven days of receiving a redemption request from the shareholder. Exceptions apply on days when the New York...
Includes tuition; room and board; mandatory fees; and, books, computers, and software (if required).
A state, a state agency or educational institution that chooses a plan manager and determines the rules and limits for its plan.
A financial services firm — a mutual fund company, a brokerage firm, an investment adviser, or an insurance company — that handles all of the transactions and investments within the plan.
529 plan document that has detailed information about the 529 plan; often called a disclosure statement, disclosure document, program description, or offering document.
A person who establishes an account for a student to save money for qualified higher education expenses or tuition for elementary or secondary public, private, or religious schools; also called the...
A current or future student for whom the 529 account is established.
Some mutual funds that charge front-end sales loads will charge lower sales loads for larger investments. For example, a fund might charge a 5% front-end sales load for investments up to $25,000, but...
Some mutual funds offer investors different types of shares, known as "classes." Each class invests in the same portfolio of securities and has the same investment objectives and policies. But each...

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