Best types of mutual funds
[DOC File]Choosing Socially Responsible Funds - bivio
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, the Citizens funds, and the Calvert funds, are secular funds. They usually avoid nuclear-power firms and alcohol, tobacco, and weapons makers. In addition, many secular SRI funds look for those companies with the best environmental, human-rights, and workplace-diversity records.
[DOC File]How to Research & Select a Mutual Fund
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Morningstar rates mutual funds from one to five stars based on how well they've performed (after adjusting for risk and accounting for all sales charges) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and ...
[DOC File]Mutual Fund Course 300 Answers - bivio
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is correct. There are no “must-own: types of funds; assembling a portfolio of mutual funds is a matter of personal taste and personal goals. However, be aware of your options so that you can appropriately choose what you should and shouldn't own. Course 302. 1. C. is correct. Investing is about compromise. You can't have everything.
[DOC File]REPORT - European Financial Management Association
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Bond Funds are usually classified by the types of bonds they invest in, e.g. government Bond Funds, corporate Bond Funds, international Bond Funds, and municipal Bond Funds. Similar to individual bonds, the share price of Bond Funds normally falls when interest rates go …
[DOC File]MASTER FILE CREATION FORM FOR MUTUAL FUND
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(C)-2 Type of funds (indicates the types of funds in which the fund invests) - Applicable only for Funds of funds Indicate i) Standard (vanilla) investment funds/mutual funds ii) Hedge funds iii) Real estate investment trusts (REIT) iv) Exchange traded funds (ETF) v) Private equity funds …
[DOC File]A Mutual Fund is a trust that pools the savings of a ...
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Mutual funds are considered as one of the best available investments as compare to others they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own.
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