No load index fund
[DOC File]Morningstar – Mutual Funds
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13. Click “Glossary”: What is the difference between a no load and load mutual fund? Do you recommend a load or no load? 14. What are the main benefits of investing in mutual funds? 15. What is a “Family of Funds” or “Funds Family”? Provide an example. 16. Go to my website, click “Vanguard Mutual Funds”—click “See Why Costs ...
[DOCX File]TT23 – Investment Policy: Individual Investor
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Your first asset should be for your Emergency Fund. Find a liquid, no-load fund that has a low minimum balance requirement yet still gives you positive returns. It could be a money market mutual fund, intermediate-term bond fund, internet bank deposit, or other liquid investment.
[DOC File]Investment Companies
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Typically no redemption fee (back-load) 12b-1 fee. distribution fee. has ranged as high as 1% of average assets of fund. 50% of funds charge a 12b-1. Combination of fees. Different classes have different combination of sales charge, annial,12b-1 or redemption fees. No Load Funds. Bought at NAV directly from the fund
[DOC File]057:014 Engineering Economy
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Assume that he invests in a broad stock market no-load index fund that has historically returned 12% per year. Why won’t he end up with this amount? F = 9000*(1.12)^40 = $837,459. He won’t end up with this amount for two reasons. One, is the taxes that will be taken out when he withdrawals the money. The other is the fact that the stock ...
[DOC File]Chapters 1&2 - Investments, Investment Markets, and ...
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Front-end load: deduct a % charge from the initial investment (for example, 5%) Low-load fund: less than 3% of front charge. Offering price = NAV / (1 – load) or NAV = offering price * (1 - load) No-load fund: selling at NAV, or offering price = NAV. Back-end load: a commission change on the sale of shares
[DOC File]Financial Management: Principles and Applications, 11e ...
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A) Funds can be classified as load or no-load funds. B) Mutual Fund shares must be bought from or sold to the Fund by investors. C) An index fund is the fund with the highest expenses payable by investors. D) The NAV is the total value of stock held by the fund divided by the number of outstanding shares in the mutual fund. Answer: C. Diff: 1
[DOC File]FIN432 - California State University, Northridge
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55. An advantage of buying a no-load fund relative to a load fund is that: the management fee is avoided. no-load funds can sometimes be bought at a discount. > the sales charge is avoided. administrative fees and transaction costs are avoided. 56. When a closed end fund trades at a discount, the shares. a) are overvalued relative to NAV.
[DOC File]Question
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6. A “no load” mutual fund is one that … ( carries no fees ( carries no up-front sales charges ( does not contain high-risk securities ( has no limits on when it can be bought or sold ( Don’t know. 7. In general, higher-risk investments tend to provide higher returns over time than lower-risk investments. ( True ( False ( Don’t know. 8.
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