Mutual Funds

Recent Answers

2009-11-19 Mutual Funds - joint mutual:

Hi. This is a tricky situation as it appears your social security # is the first and main one listed on the account so therefore all tax related activity is being reported to you; is this correct? Technically

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