10 year mutual fund returns

    • Chapter 22

      Which of the funds' returns are best explained by the market's returns? a. Fund 1 Solution: Fund 1 has highest R2. b. Fund 2. c. Fund 3. d. ... c. a 10-year performance record as the minimum period to be presented. d. exclusion of cash and cash equivalents. ... When evaluating the performance of a mutual fund …

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    • [DOC File]Mutual Funds and Taxes

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      2. How can fund shareholders avoid taxes on their mutual fund distributions? a. Keep their funds in tax-deferred accounts. b. Reinvest their distributions. c. Buy funds that have lost money this year. 3. Which type of fund is likely to be the most tax friendly? a. A fund …

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    • [DOC File]Morningstar – Mutual Funds

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      Go to www.morningstar.com click Funds. 1. Go to “Learn” and click “Funds Curriculum”: What is a mutual fund? What is NAV – Net Asset Value. 2. What is the difference between a stock mutual fund and a bond mutual fund? Click “Funds”; Click “Category Returns”: List 10 …

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    • [DOC File]Chapters 1&2 - Investments, Investment Markets, and ...

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      c. You hold two bonds. One is a 10-year, zero coupon, bond and the other is a 10-year bond that pays a 6% annual coupon. The same market rate, 6%, applies to both bonds. If the market rate …

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    • [DOC File]Methods for Investing in Mutual Funds

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      5. If you have a 10-year time horizon to invest, what would Morningstar say is the best approach? a. Lump-sum investing. b. Dollar-cost averaging. c. Both. Morningstar.com Interactive …

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