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Jun 13, 2016

How to Read a Mutual Fund Prospectus (Part 2 of 3: Fee Table and Performance)

… information that may assist investors in making an investment decision. Fee Table When you consider investing in … to consider. A fund with high costs must have higher investment returns than a low-cost fund to generate the same … in fees can add up to substantial differences in your investment returns over time.  Prospectuses are required to …
Jun 13, 2016

How to Read a Mutual Fund Prospectus (Part 3 of 3: Management, Shareholder Information, and Statement of Additional Information)

… information that may assist investors in making an investment decision. Management The management of the fund is an important element in determining its investment success.  The prospectus will describe:  (1) the investment adviser (and any sub-advisers the investment …
Mar 29, 2016

Annual Return

… An annual rate of return is the profit or loss on an investment over a one-year period. There are many ways of …
Mar 29, 2016

Defined Benefit Plan

… monthly benefit at retirement. The employer bears the investment risks. … … Defined Benefit Plan …
Mar 29, 2016

Defined Contribution Plan

… the employee's individual account. The employee bears the investment risks. … … Defined Contribution Plan …
Mar 29, 2016

Management Fee

… A fee paid out of fund assets to the fund's investment adviser for investment portfolio management. A fund's management fees …
Mar 29, 2016

Real Return

… Real return is what is earned on an investment after accounting for taxes and inflation. Real …
Mar 29, 2016

Rebalancing

… than others, and holdings may become out of alignment with investment goals. … … Rebalancing …
Mar 29, 2016

Risk Tolerance

… ability and willingness to lose some or all of an investment in exchange for greater potential returns. … … …
Mar 29, 2016

Capital Gain

… The profit that comes when an investment is sold for more than the price the investor paid …