Mutual funds with 500 minimum
[DOCX File]TT23 – Investment Policy: Individual Investor
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Once you select your asset classes and percentages, use the things you learned about choosing mutual funds and the criteria you consider important to select the funds for each of your asset classes. Finally, pick your assets, print off the Snapshot page, and include the printouts of your four assets (minimum…
[DOC File]What NAV Is
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The result: Mutual funds can be more affordable than stocks. For example, if you have $1,250 that you'd like to put into a fund with an initial minimum investment of $500 and an NAV of $14, you'll get exactly …
[DOC File]Investment Companies
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IRA-minimum requirement often lower. Types of Mutual Funds: Short-term—money market. Long-term—equity or bond or combination. Short-term----Money-Market Funds. Portfolio consist of money-market instruments. Three Types. General Purpose. Broker-dealer. Institutional. Funds can be. Taxable. Tax-exempt. Taxable funds…
[DOC File]MyFRS
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Mutual Funds2 - $500 minimum investment3. No Transaction Fee (NTF) Funds4. Unassisted/Assisted. No fee per trade5. Transaction Fee Funds. Load Funds at NAV. No/Low Load Funds. Unassisted . No fee per trade6. $46.75 per trade7. Assisted. Exchange between funds…
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