Top performing money market funds
Fidelity Money Market Fund - Premium Class (FZDXX)
Initial offering of Premium Class shares for Fidelity Money Market Fund was on 04/06/2015. Returns and expenses prior to that date are those of Fidelity Money Market Fund (SPRXX). Had Fidelity Money Market Fund-Premium Class expenses been reflected in the returns shown, total returns would have been higher.
[PDF File]The Truth About Top-Performing Money Managers
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The Truth About Top-Performing Money Managers Why investors should expect – and accept – periods of poor relative performance By Baird’s Asset Manager Research Executive Summary It’s only natural for investors to look at past performance when selecting managers of either mutual funds or separate accounts. Almost everyone
[PDF File]THURSDAY, APRIL 9, 2015 MUTUAL FUNDS Top Performing ...
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Top Performing Dividend Funds: Beating The Market MUTUAL FUNDS BY DOUG ROGERS INVESTOR’S BUSINESS DAILY Though they can’t be expected to do so in every period, dividend funds on average have made investors more money than the S&P 500 in the past 15 years. By how much? A $10,000 investment in the average dividend fund on
[PDF File]Morningstar Category for Funds Definitions For funds ...
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based on their holdings. The categories help investors identify the top-performing funds, assess potential risk, and build well-diversified portfolios. Morningstar regularly reviews the category structure and the portfolios within each category to ensure that the system meets the needs of investors.
[PDF File]Cash Management Solutions - Merrill Lynch
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Dividends from the tax-exempt money market mutual funds and the state-specific money market mutual funds are exempt from federal income tax; dividends from state -specific funds are exempt from the respective state’s income tax as well. A portion of these funds’ income, however, may be subject to the federal alternative minimum tax (AMT).
[PDF File]Rise of the Crypto Hedge Fund: Operational Issues and Best ...
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CRYPTO PROOF_AD[61869] (3) (DO NOT DELETE) 2/19/2018 1:48 PM Winter 2018 Rise of the Crypto Hedge Fund 113 funding, (iii) internal procedures for safeguarding client assets, (iv) optimization of the tax treatment for the fund and its investors, and (v) cryptocurrency-related disclosures to investors.
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