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How are mutual fund expenses taken into consideration? |
For example, if a fund price raised 20% in one year, should the current balance in the account be up 20% or should it be up 20% minus expense ratio?? When are expenses taken into consideration? Is 20% my true profit? How do I find my true profit? Normally, a fund company will present it both ways, before and after expenses. Hi friend...Investing in mutual fund is really a good idea.. Before investing learn more basics about it.. If you are first time investor means just go to the broker office & get the guide from them.Just take a look at the below link to get free information regarding mutual fund. |
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Core funds combine different types of investments in a single mutual fund. The goal? Diversification. Core funds can be the essential building blocks or cornerstones of a portfolio because they foc... A good fund but woldn't hurt to diversify within the american fund family. you can make exchanges within the fund family at NAV but their may still be tax implications if this in not in a qua... don't try to do this with a fund. You can easily do it yourself by buying 500 index and dow looser stocks..However,remember that you read any of "Beat the Market with Dow loosers" b... It is the weighted average - you do not "add" the individual ERs and Vanguard does not charge any additional fee on top of the weighted average. ...If the fund will give you capital gains I would wait until nexy year to delay the tax hit. On the other hand if the fund has lost value I would sell this your and tax harvest. ...EWZ, which has grown 225% since I bought it in July 2004. ...I believe your only option is to call the fund or write them a letter. They should be able to provide that information for you, hopefully. ...It is hard to tell when the optimal time to buy muni's is. The yields on muni's are quite high when compared to treasury bonds, and this is probably a good time to invest, but I can'... |
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