Mutual Funds

Recent Answers

2009-10-07 Mutual Funds - YTD Return vs. Yield?:

Hi. Yield is the amount of income being paid whereas total return is a combination of income being paid as well as the change in the underlying price of the investment. For example, an investment that

2009-09-29 Mutual Funds - brat@arctic.net:

On the fixed income side, it will be shorter term instruments as there is an inverse relationship between a bonds duration and interest rate movements (i.e. interest rates go up and bond priced go down

2009-09-28 Mutual Funds - Total Return & Expense Ratios:

Hi. The total return of a mutual fund is a combination of the change in the underlying share price (NAV - net asset value) of the fund and the income or distributions paid out. For example, if a funds

2009-09-27 Mutual Funds - Retirement:

Thank you for your query. Unfortunately, due to licensing requirements, am not able to furnish you with investment advice. You may want to meet with your tax preparer/tax advisor and/or accountant to

2009-09-27 Mutual Funds - conservative funds:

Dear Jason-- First, diversify. With $16,000, you can invest in more than one fund. Maybe three or four. Second, consider Vanguard Short-Term Corporate Bond. (Vanguard's bond index fund is a mid-term