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Mutual Fund Basics
What
is a Mutual Fund?
A mutual fund is a pool of
investments managed by professional money managers.
Choosing
a
Mutual Fund
First, have a plan, then do your homework. Learn all you can. Front-end diligence leads to better informed decisions.
Mutual
Funds and Risk
Every fund has a different degree
of risk, or volatility, depending largely
on what the fund invests in each year.
Mutual
Fund Distributions
Mutual funds are required by law to distribute at least 90% of realized capital gains and dividend income.
Mutual
Funds and Taxes
Understanding how taxes affect
your investments is an
essential part of building a sound
investment plan.
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