Investor class mutual funds

• [DOC File]Introduction - Furman University

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  CHAPTER 4: MUTUAL FUNDS AND. OTHER INVESTMENT COMPANIES. 1. The unit investment trust should have lower operating expenses. Because the investment trust portfolio is fixed once the trust is established, it does not have to pay portfolio managers to constantly monitor and rebalance the portfolio as perceived needs or opportunities change.

  mutual fund share classes explained

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• [DOC File]The Captive Investors Fund

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  Gains to Mutual Fund Sponsors Offering Multiple Share Class Funds. I. Introduction. Mutual funds have grown tremendously in the 1990s, in terms of assets under management and in the number of funds available to investors. However, the growth in the number of funds …

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• Investor Shares

  Balanced funds keep relatively stable proportions of funds invested in each asset class. They are meant as convenient instruments to provide participation in a range of asset classes. Life-cycle funds are balanced funds whose asset mix generally depends on the age of the investor.

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