12 return mutual funds
[PDF File]Market Returns and Mutual Fund Flows
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Market Returns and Mutual Fund Flows Eli M. Remolona, Paul Kleiman, and Debbie Gruenstein he 1990s have seen unprecedented growth in mutual funds. Shares in the funds now repre-sent a major part of household wealth, and the funds themselves have become important intermediaries for savings and investments. In the
[PDF File]Taxes and investing in mutual funds
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mutual funds, these structures are set up with multiple share classes. Each share class, often referred to as a “corporate class fund,” represents a different mutual fund. For more information on corporate class funds, refer to page 12. At a basic level, mutual funds use money received from unitholders or shareholders to buy securities.
[PDF File]FIDELITY MUTUAL FUND PERFORMANCE
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P2 FIDELITY MUTUAL FUND PERFORMANCE THROUGH 6/30/2012 1.800.FIDELITY FIDELITY MUTUAL FUND PERFORMANCE Quarter ending June 30, 2012 Domestic Stock Funds Cumulative Average Annual Total Return % Trading Fund Date of Total Return % (as of 6/30/12) Expense Expense Turnover Redemption
[PDF File]THE TOP SUSTAINABLE MUTUAL FUNDS
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THE TOP . SUSTAINABLE. MUTUAL FUNDS. Barron’s. selected the 203 U.S. large-company, actively managed funds with the most sustainable portfolios, and ranked them by one-year returns. Of the 203, 37% or 76 funds beat the Stan-dard & Poor’s 500 index’s 18.6% return in the year ended Sept. 30.
[PDF File]Factsheet Total Return Fund Class Inst USD
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Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure (excluding any applicable sales charges) that accounts for variation in a managed product's monthly
[PDF File]Vanguard 500 Index Fund - Mutual funds, IRAs, ETFs, 401(k ...
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• Based on hypothetical 5% yearly return. This section is intended to help you compare your fund‘s costs with those of other mutual funds. It assumes that the fund had a yearly return of 5% before expenses, but that the expense ratio is unchanged. In this case—because the return used is
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