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[PDF File]2020 EDITORIAL CALENDAR
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Best & Worst Performing Mutual Funds (Q2) • On Technology • Tax Planning • Financial Literacy 08/03/20 No Issue 08/10/20 07/28/20 Investing in Alternatives Top-performing ETFs (Q2) • On Retirement • On Advice • IRA Alert • Fiduciary Corner • Ad Effectiveness Study 08/17/20 No Issue • InvestmentNewsRetirement Income Summit, Aug ...
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Socially Conscious Funds List - Charles Schwab
Socially Conscious Funds List First Quarter 2020 3 Leading Fund—See page 14 for criteria. * “Schwab OneSource®” refers to mutual funds that are available through Schwab Mutual Fund OneSource® service. OPERATING EXPENSE RATIO AS OF DECEMBER 31, 2019
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[PDF File]The Best Fund Families of 2017 - The Wall Street Journal
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*Total assets reflect funds included in the survey. The Best Fund Families of 2017 This year’s ranking includes firms’ entire roster of actively managed mutual and exchange-traded funds (and most smart beta ETFs), but excludes most index funds.
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[PDF File]Vanguard Target Retirement Target-Date Fund Series Report ...
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Morningstar evaluates mutual funds based on five key pillars, which its analysts believe lead to funds that are more likely to outperform over the long term on a risk-adjusted basis.
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[PDF File]Determinants of Mutual Fund Performance
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growing extremely rapidly. There are now more mutual funds than stocks on the New York Stock Exchange. A major contributor of mutual fund growth was the provision added to the Internal Revenue Code in 1975 that allows individuals to contribute $2,000 a year to their individual retirement accounts (IRA). Mutual funds are now popular in employer ...
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[PDF File]Mutual funds offered by Vanguard 403(b) Services
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Mutual funds, like all investments, are subject to risks. Each LifeStrategy Fund invests in four broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. Investments in stocks or bonds issued by non-U.S. companies are subject to …
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Best performing ira mutual funds