Your mutual fund's Net Asset Value (NAV) is the total value of a mutual fund's portfolio minus its total debts. The total value of the portfolio is measured by the market value of all the...
A contingent deferred sales charge, also known as a back-end load fee, is a charge that you pay when you sell shares of your mutual fund or stocks. Contingent means based on the number of shares...
Fidelity is a brokerage firm based out of New York. Fidelity deals with mutual funds, trading and active trading, annuities and 401(k) retirement rollovers. Fidelity is a large and well-known...
Vanguard is a large company or 'family' of mutual funds that pioneered with index funds. Index funds are funds that cover a wide range of securities in an attempt to match the overall market's...
Mutual funds are not all the same, and the people who invest in them are just as unique. The methods companies use may not tell you how to rate mutual funds for your individual needs. If you want...
Whether or not you agree with their usefulness, 12B-1 fees are still very common. As an investor, one of your goals should be to maximize your return from your investment, and that means paying as...
Reading the mutual fund prospectus is the most important part of investing in a mutual fund, yet many investors don't know how to read it. There are three main elements to the mutual fund...
Mutual fund symbols can look pretty strange, but once you learn how to read them they make a lot of sense. Mutual funds, like stocks, use ticker symbols as abbreviations for the fund's name....
Turnover ratio is the percentage of a mutual fund's holdings that are sold every year. Funds with a high turnover ratio generally mean more fees, more capital gains and more capital gains tax for...
Your mutual funds style means how your fund works with assets. This covers whether it's large, mid- or small-sized, and what kinds of assets it has--growth, value or blended. Style drift is a term...
Once you've decided to invest in mutual funds, it's a good idea to continue your education and keep up-to-date on all the latest information. One good way to keep up with the latest trends is by...
You wouldn't give $1000 to a stranger with a 'hot tip'. Don't make the same mistake by investing in mutual funds you know nothing about. Research mutual funds before you invest; it's easy and can...
Automatic reinvestment is a tool used by mutual funds that allows investors to purchase additional shares in the fund using their dividends or capital gains distributions. It's similar to an...
Capital gains refers to the profits realized by a mutual fund when it sells its securities (for example, stocks or bonds). Capital gains distribution is the payment of the profits to mutual fund...
Sometimes mutual funds will offer what is known as "class shares." Although every investor buys into the same investment portfolio, shareholder services and associated costs can vary drastically...
Class B shares are the second most preferred type of class stock. Occasionally, Class B shareholders are given more voting power than their Class A counterparts. In addition, Class B shares do not...
The lowest of the traditional class shares are Class C shares. Usually purchased by investors with little money to spend on an initial class-sharing fund, Class C shares are not without their...
The day a fund begins offering shares is known as its inception date. This date signals the beginning of a new mutual fund and can be used for a variety of purposes. The inception date gives you...
Figuring out whether a stock or fund is worth the investment can be a time-consuming, analytical process. Learning to how to read and understand Morningstar ratings, however, can make this task...
To help investors understand the risks involved in a given fund, Morningstar created a 3 part rating system. The first part is the Morningstar Rating, followed by the Morningstar Risk and the...
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