A Teen Guide to Buying Mutual Funds by Marylou Morano Kjelle

By Marylou Morano Kjelle

The advanced international of making an investment in mutual cash is simplified for contemporary teenager. From what mutual money are to how they're laid low with fiscal alterations is exact with functional examples from the teen's global.

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Extra resources for A Teen Guide to Buying Mutual Funds

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Still, in order to maximize their profit, many investors seek out low-cost funds, like the T. Rowe Price Growth Stock Fund and the Fidelity Blue Chip Growth Fund. These funds, and others like them, try to keep their operating expenses below 1 percent of their holdings. Nevertheless, any charges to buy or sell shares, as well as the operating costs, should be thoroughly researched before you make an investment in any mutual fund. indd 35 5/16/13 9:52 AM You’ve developed a financial plan, learned all you can about investments, and decided on a portfolio of investments.

Some funds must be purchased through a licensed broker, but most can be purchased directly from the mutual fund company. How can shares be redeemed? Is there a cost associated with either purchasing or redeeming shares of the fund? Who is the portfolio manager? A prospectus will provide the name and address of the portfolio manager and the financial credentials and experience that make him or her qualified to manage the fund. indd 38 5/16/13 9:53 AM Let’s Invest Some Money! A mutual fund prospectus is an invaluable means of learning all you can about the fund you are thinking of investing in.

The 100 Best Mutual Funds You Can Buy 2001. Holbrook, Massachusetts: Adams Media Corporation, 2000. 0. Every effort has been made to locate all copyright holders of material used in this book. If any errors or omissions have occurred, corrections will be made in future editions of the book. ) assets 6–7, 9, 22, 27, 32 expenses 15–16, 27, 32–33, 34, 35, 38, 39 back-end load 32 blue-chip stocks 40 gains and losses 7–8, 31, 32, 34 bonds 6, 21, 23, 24, 26, 31 growth funds 10, 37 corporate 26 history of 19 junk 34 index funds 26–27, 28 municipal 24 manager 8, 10–11, 24, 32, 35, 38 tax-free municipal 35 money market funds 21, 26, 29 Treasury 24, 26 no-load funds 32, 35 broker 7, 28, 38 open-end 7 budget, creating 15 -17 precious metal funds 26 capital gains 9, 35 pros 31–34 certificates of deposit (CDs) 26, 34 ratings 29 Confucius 40 real estate funds 25, 26 dividends 7–8 sector funds 21, 25, 26, 34, 37 payment 8 stock funds 21–23, 26, 29, 31 reinvestment 8, 29 tax-free funds 35, 39 Dow Jones Industrial Average (DJIA) 29, 40 types 10–11, 21–29 economy 10, 20, 21, 23, 25, 32 value funds 10–11 emergency fund 16-17 net asset value (NAV) 7, 8, 9 exchange-traded funds (ETFs) 27–29, 40 portfolio 21, 32 sector ETFs 29 Federal Deposit Insurance System (FDIC) 26, 30 Federal Reserve System 32 precious metals 26 prospectus 10, 32, 37–39 real estate 6, 21, 25, 26 Fidelity Blue Chip Growth Fund 35 risk 23, 24, 29, 30, 34, 38 financial planning 12–19 sectors 21, 29, 34 front-end load 32 Securities and Exchange Commission (SEC) 32, 33 income 15, 16 interest 24, 34 shareholder 7, 9, 22–23 Johnson & Johnson 22 Standard & Poor’s 500 (S&P 500) 26–27, 29, 40 Lipper 29 Massachusetts Investors Trust 19 stock market 23, 34 Microsoft 22 taxes 9, 34–35, 39 money market account 26 T.

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