Personal Finance and Money Stack Exchange
Personal Finance and Money Stack Exchange

Questions tagged [mutual-funds]

To be used for any questions on mutual funds. For index based funds question the Index-fund tag should be used.

723 questions
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Does a mutual fund's expense ratio include the management fee?

Fidelity's information about their Spartan International Index Fund - Investor Class (FSIIX) has the following information about expenses and fees: Is the 0.17% management fee included in the 0.20% expense ratio, or is it in addition to it?
Vebjorn Ljosa
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What is a mutual fund breakpoint?

I was talking with my financial adviser today and they mentioned mutual fund breakpoints. The most I could make of it was it was a discount on the mutual fund (either the maintenance fee or load). They said that normal breakpoints occur when you…
brainimus
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How do I find quality Wind power / renewable energy mutual funds?

I am thinking about investing in the renewable energy sector (there should be growth potential, right??), and have heard of a few specific stocks like Vestas wind energy. Since I am just beginning to educate myself in this area, can anyone point me…
aplmkt
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How can I get intraday prices for mutual funds?

How can I get intraday prices of a mutual fund? (Mine are Oppenheimer funds.)
Brian
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Mutual funds question: “You need to spend money to generate income that’s sustainable, because if you don’t, then you end up eroding your capital,”

From the very end of an article on CNBC: Cox suggested investing in actively managed funds only when investors seek dividend income during retirement. “You need to spend money to generate income that’s sustainable, because if you don’t, then you…
ronald christenkkson
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Moving out of US. What are my options for investment accounts?

I am a non-resident alien who is moving out of USA to Canada or India. I have my investment accounts which require me to have a valid USA address. What are my investment options at this point with USA assets assuming I don't want to move the money…
tallandroid
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How do I find a good mutual fund to invest 5K in with a moderately high amount of risk?

I have 5k to invest in stock market but do not want to select individual stocks. I would do it through mutual funds. I am willing to accept a moderately high amount of risk. How can I find a good mutual fund that meets these criteria?
harry
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Is there any mutual funds that will never lose money? Even a very small gain is acceptable

Is there any kind of mutual funds which can never have a loss, like maybe a currency fund?
AGamePlayer
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Mutual Fund with Dividends

I am trying to understand the difference between Value, Blend, and Growth. I want to receive dividend and Growth. Do I need to look for funds with high Distribution Yield? or high Annual return? and the Distribution Yield Percentage is that annual…
user206168
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What is a mutual fund "high water mark" and how does it affect performance fees?

Quick question to you guys, I'm not entirely sure I'm grabbing the concept of high water mark for mutual funds. So, if we consider the following example (to see if I understand); I'm an investor in a mutual fund. Assume that the mutual fund measures…
Tingiskhan
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What does the phrase "after waivers or absorptions" mean?

I'm looking at an investment fund disclosure document, and it's quoting expense ratios: as a % of the fund's value after waivers or absorptions what does the second phrase mean in general, and/or specifically in this case?
blueberryfields
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What is the shelf life of a mutual fund?

If someone 30 years old puts away money in mutual funds planning to redeem at age 60, is this a good idea? Most mutual funds are 3-4 years old. Would they last 30 years? What is the shelf life of a fund?
Iskander
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Fixed-income fund question (dividends may be paid out of capital)

So there are a lot of fixed-income funds, and the ones focusing on non-investment grade corporate bonds seem to produce a lot of interest (around 7~8% each year). Now my question is almost all of them have the disclaimer that dividends may be paid…
ronald christenkkson
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Are mutual fund dividend information per month/quarter and also per share/dollar

I am wondering are mutual fund dividend information per month OR per quarter per share OR per dollar For example, fsdix
Node.JS
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Why is it so expensive to trade mutual funds?

My brokerage charges about $9 for stock and ETF trades. They charge $45 for mutual funds. What's so special about buying and selling mutual funds?
Ken - Enough about Monica
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