mutual fund

Mutual Fund Peformance Reporting Morningstar SEC's Levitt Crashes Mutual Fund Industry Party WASHINGTON--Mutual fund companies got chastised this morning by Arthur Levitt, the leader of the industry's long arm of the ... We can only guess whether they actually do." A 1% fee, he says, will reduce an ending balance of a mutual fund account by 17% on an investment held 20 years investment. "You've got to do a better job of making ...

Mutual Fund Expenses Morningstar Fund Expenses May Fall, But Only if the Market Does WASHINGTON--Mutual fund companies are thinking a lot about expenses these days. But don't expect thoughts to turn to action, at ... the fee increases during a panel discussion at an annual meeting of the Investment Company Institute, the mutual fund trade group. Bridget Macaskill, president and chief executive officer of Oppenheimer Funds, said the total expenses have risen about ...

... part, but an important part, of the total picture you need before deciding to invest in a mutual fund.   -- Updated: Nov. 6, 2003       10 basic mutual fund terms     Loads, fees and mutual funds   More investing stories   Looking for more stories like this? We'll send them directly to you! Bankrate.com's corrections ... Taxes Personal Finance - advertisement -   Mutual fund turnover and taxes By Laura Bruce • Bankrate.com The tax bill for your ...

... why: Let's say Mutual Fund A and Mutual Fund B each has a 10 percent return before expenses. If Fund A's expense ratio is 2 percent higher than Fund B's, you lose an extra 20 percent of your expected returns each year when your money is in A. Ouch ... written as NAV, Net Asset Value is the current dollar value of a single share in a mutual ...

... K | L | M N | O | P | Q | R | S | T | U | V | W | X | Y | Z - B -   Term: Bond mutual fund Definition: A mutual fund holding bonds. Start using our unique real-time intraday volume indicators and Make Money with our System for FREE right now ... Investing Glossary Bond Mutual fund   Products:     IV Charts     AD Charts     ETFs Signals     Market Commentary     Polling Service     Disclaimer    Home  Products Products Benefits All Products IV Charts Chart List Set Defaults Chart ... ...

... S -   Term: Statement of Additional Information (SAI) Definition: A document provided as a supplement to a mutual fund prospectus. It provides more detailed information about fund policies, operations, and risks. Also known as a Part B prospectus. Start using our unique real-time intraday volume indicators and ... Investing Glossary Prospectus Mutual fund   Products:     IV Charts     AD Charts     ETFs Signals     Market Commentary     Polling Service     Disclaimer    Home  Products Products Benefits All Products IV Charts Chart List Set Defaults Chart ...

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... Investing Glossary Regional Fund mutual fund   Products:     IV Charts     AD Charts     ETFs Signals     Market Commentary     Polling Service     Disclaimer    Home  Products Products Benefits All Products IV Charts Chart List Set Defaults Chart ... Firewall Settings Security Settings Browser Upgrades Hotmail Settings Yahoo Settings Free Trial Resources Traders Floor Trading Glossary QQQQ - TS SPDRs - TS DOW - TS Options - TS Mutual Funds - TS Index Technical Analysis Index Day Tr Stock Charts Analysis Stock Market Sentiment QQQQ Market Timing QQQQ Options  FAQs 10 Quick Answers How to ...

... up now for FREE SmartMoney.com Newsletters Enter your email address below   SmartMoney University : Investing 101 : Funds : What Exactly Is a Mutual Fund? Investing 101 What Exactly Is a Mutual Fund? In This Section Why It Works Risk vs. Reward Stocks Mutual Funds $7 Trillion and Counting What Exactly Is a Mutual Fund? Style Search Index Funds Company Size Investment Strategy International Funds Sector Funds Bond Funds Money Market Funds Cost Control Closed or Open End? Exchange-Traded ... ...

... comments on the latest mutual fund news. View more industry interviews Related Products From Our Trusted Partners Buy Reports and Books Mutual Fund Management: Financial Analysis Profiles (BizMiner, May 31, 2005, Business Reports) European Mutual Funds Databook 2003 (Datamonitor, Mar 27, 2003, Business Reports) Mutual Fund Management: Marketing Research Profiles (BizMiner, May 31, 2005, Business Reports) European Mutual Funds Databook 2003 (Datamonitor, Mar 27, 2003, Business Reports) Report Search Additional 3rd Party Libraries The Rich Register Featuring information on 4,700 ... People Take The Tour Subscription Options ...

... account is now worth. This complete account history is a big plus when you're ready to sell. Next, ask your mutual fund representative about the preferred sales methods and what paperwork fund management will provide to help you sell and report it. - advertisement - Finally, pick your sales method. There are three basic ways ... How to figure your tax on mutual fund sales   Rate Alerts   Glossary   Help         Mortgage Home Equity Auto CDs & Investments Checking & Savings Credit Cards Debt Management College Finance Taxes Personal Finance - advertisement ...

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... 40 -9.01 Nas 100 1557.75 -17.39 Sign up now for FREE SmartMoney.com Newsletters Enter your email address below   Funds : Fund Analyzer : Fund Analyzer Related Links Fund Fee Analyzer Fund Finder Fund Screener Fund Snapshots Fund Analyzer Type in the ticker symbols of the mutual funds in your plan. (If you don't know the symbols, enter the fund name in the delayed quote lookup form above.) Then, select the criteria you'd like to use to ...

... 49 -7.92 Nas 100 1561.31 -13.83 Sign up now for FREE SmartMoney.com Newsletters Enter your email address below   Funds : Fund Finder : Fund Finder Related Links Fund Fee Analyzer Fund Analyzer Fund Screener Fund Snapshots Fund Finder OUR DO-IT-YOURSELF mutual fund finder will search a database of more than 6,000 funds to zero in on the ... our PRIVACY STATEMENT . All quotes delayed by 20 minutes. Delayed quotes provided by ComStock . Historical prices and fundamental data provided by Hemscott, Inc. Mutual ...

Fund Stock Price versus Fund Performance Wall Street Journal Funds vs. Fund Stocks In recent years, the stocks of several mutual-fund firms have outperformed the best stock funds they manage. Fund company The company's stock return Annualized 5-yr. fund return* Year-to-date Five years Alliance Capital Mgmt 35.85% 31.78% 28.59% Eaton Vance 30.57    36.07    19.80 ... 97    S&P 500 Index 15.08    23.23    --       Note: Returns include reinvested dividends, and are through April 30, 1998. *Company's best-performing ...

Fund Brand Name Values Morningstar Brand Name Value among Mutual Funds Does a brand name entice you to pick a fund? Mutual fund companies think so. As investors continue to dump record-breaking bucket-loads of money into mutual funds, some firms are opting for snappier brand names in the hopes of luring cash to their ... quarter, according to New York-based Competitrack. Roth IRA advertising represents only a fraction of the increase. Some mutual ...

... advisors, and fund managers to access various parts of ... more Lipper Research Studies Taxes in the Mutual Fund Industry--2005: Assessing the Impact of Taxes on Shareholders' Returns (Sponsored by Eaton Vance Managed Investments) Tom Roseen Sr. Analyst Over ... your own unique goals. Focus on return, risk, consistency, or other metrics. more Research Series as of 10/21/05 3:21pm Reuters Mutual Fund

Fund Prior Disclosure Wall Street Journal It's Time for Straight Talk From Mutual-Fund Firms There are more assets in mutual funds -- more assets in Fidelity Investments, in fact -- than there is gold in Fort Knox and the ... take them up on it. Questions 1. Why is there a trend towards more disclosure on the part of mutual funds? What implications does this have for the maturation of the mutual ...