How To Read A Mutual Fund Prospectus Military Families Learning Network

How To Read A Mutual Fund Prospectus Military Families Learning Network

How To Read A Mutual Fund Prospectus Military Families Learning Network

A critical personal finance skill is knowing how to read a mutual fund prospectus. it is not uncommon for workers in employer retirement savings plans (e.g., 401(k) and 403(b) plans) to be given a stack of prospectuses to decipher to choose investments to put into their accounts. Military families learning network webinar how to read a mutual fund prospectus! this material is based upon work supported by the national institute of food and agriculture, u.s. department of agriculture, and the office of family policy, children and youth, u.s. department of defense under award numbers 2010 48869 20685 and 2012 48755 20306. How to read a mutual fund prospectus 1. welcome to the military families learning network webinar how to read a mutual fund prospectus please share your email address with us! we’d like to send you a link to this webinar’s recording and resources, and notifications for future webinars. • how to read a mutual fund prospectus (part 3 of 3) – contains information about management, shareholder information, and the statement of additional information. the office of investor education and advocacy has provided this information as a service to investors. For additional information related to reading mutual fund prospectuses, also see: • how to read a mutual fund prospectus (part 1 of 3) – contains information about investment objectives, strategies, and risks. • how to read a mutual fund prospectus (part 2 of 3) – contains information about the fee table and performance.

While these 1 , 5 , and 10 year averages are helpful, the yearly numbers are more important. you see that information in the blue graph. this tells you how the fund did in each of the last several years. you can see how the fund did in good and bad years. for example, in 2002 the fund lost 27% and in 2003 it was up 31%. How to read mutual fund tables & graphs fund tables list 4,000 funds in the ibd monday special ibd weekly special edition and 2,200 funds on other days. the list is composed of funds with a 36 month performance rating of a , a or a and with at least $200 million in assets,plus funds ranked by assets regardless of performance rating. Fund family assets as of 08 31 08. b=assets used to pay 12(b)(1) plan distribution costs, r=redemption charge may apply, n=no initial load and appears after net asset value, m=multiple fees, p=previous days quote, s=split, x=ex dividend or capital gains distribution. 5 yr after tax rtn=5 year after tax return assuming an average ordinary income.

How To Read A Mutual Fund Prospectus

learn ways in which mutual funds fit into a military families' financial plan. find slides, resources, and more information from this military families learning military families learning network webinar. barbara o'neill, ph.d. rutgers cooperative extension, shares investment information and resources. more information can be found at this is a free webinar hosted by the personal finance concentration area of the military families learning network. this 90 minute webinar will cover a variety find presentation slides and additional resources for this military families learning network webinar at militaryfamilieslearningnetwork.org event 30372 find presentation slides and additional resources for this military families learning network webinar at find presentation slides and additional resources for this military families learning network webinar at militaryfamilieslearningnetwork.org event 101316 review information and resources at militaryfamilieslearningnetwork.org event 30783 for this recorded webinar which is a discussion on finding ways to find presentation slides and additional resources for this military families learning network webinar at militaryfamilieslearningnetwork.org event 99650 find presentation slides and additional resources for this military families learning network webinar at militaryfamilieslearningnetwork.org event 64652. more information: militaryfamilieslearningnetwork.org event 30158 this military families learning network recorded webinar covers twenty ways that this is a free webinar hosted by the personal finance concentration area of the military families learning network. this webinar will begin with a discussion of

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