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IntroductionMarket Abbreviations Stock Market Statistics Thinking about Your Financial Future Search for Advisors Financial Calculators Financial Media Federal Agencies and Programs

Investment PortfoliosModern Portfolio Theories Investment Strategy Practical Portfolio Management Info Diversification Ratings Activities Abroad Trading Markets

Investment Terminology and InstrumentsBasics Investment Terminology Trading Bonds Mutual Funds Exchange Traded Funds (ETF)Stocks Annuities

Technical Analysis and TradingAnalysis Basics Technical Indicators Trading Models Patterns Trading Options Trading Forex Trading Commodities Speculative Investments

Cryptocurrencies and BlockchainBlockchain Bitcoin Ethereum Litecoin Ripple Taxes and Regulation

RetirementSocial Security Benefits Long-Term Care Insurance General Retirement Info Health Insurance Medicare and Medicaid Life Insurance Wills and Trusts

Retirement Accounts401(k) and 403(b) Plans Individual Retirement Accounts (IRA)SEP and SIMPLE IRAs Keogh Plans Money Purchase/Profit Sharing Plans Self-Employed 401(k)s and 457s Pension Plan Rules Cash-Balance Plans Thrift Savings Plans and 529 Plans and ESA

Personal FinancePersonal Banking Personal Debt Home Related Tax Forms Small Business Income Investments IRS Rules and Publications Personal Life Mortgage

Corporate BasicsBasics Corporate Structure Corporate Fundamentals Corporate Debt Risks Economics Corporate Accounting Dividends Earnings

Will my target mutual funds miss their targets?

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Keywords: mutual funds, portfolio performance, retirement plans, target date mutual funds,

What Are the Basics of Mutual Funds?

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Keywords: mutual funds, qualified plans, prospectus, breakpoint, share classes, no-load, separate accounts,

What are No-Load Mutual Funds?

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Keywords: mutual funds, mutual fund fees, commissions, front load, breakpoint, 12b-1, no-load,

What are the Expenses Associated with Buying and Owning Mutual Funds?

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Keywords: mutual funds, active management, passive management, expense ratio, share classes, CDSC (contingent deferred sales charge),

What is Mutual Fund Classification According to the Price to Earnings Ratio?

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Keywords: mutual funds, stocks, benchmark, growth, value, Growth vs Value, weighted average,

How can I check if my portfolio is diversified?

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Keywords: mutual funds, asset allocation, diversification, investment portfolio, diversifiable risk, asset classes, Diversification Score®,

What are Growth Mutual Funds?

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Keywords: mutual funds, stocks, dividends, P/E ratio, value funds,

What are Blend Mutual Funds?

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Keywords: mutual funds, stocks, P/E ratio, Growth vs Value, core asset, core fund,

What does “Buy-Side” Mean?

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Keywords: mutual funds, asset manager, financial services, buy and hold, pensions,

What are Mutual Funds?

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Keywords: mutual funds, diversification, active management, index funds, sector funds,

What are Load Mutual Funds?

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Keywords: mutual funds, fees, fund expenses and fees, sales charges, front load, front-end load, back-end load, contingent deferred sales charge, breakpoint, 12b-1, CDSC (contingent deferred sales charge),

What is Form 1099-DIV?

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Keywords: mutual funds, dividends, 1099-INT, 1099-DIV,

What are My Money Purchase/Profit Sharing Plan Investment Options?

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Keywords: mutual funds, asset allocation, retirement accounts, investment,

What are My Self-Employed 401(k) Investment Options?

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Keywords: mutual funds, retirement accounts, qualified plans, over-trading, self-employed individuals,

How Do I Find the Best Mutual Fund?

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Keywords: mutual funds, benchmark, active management, alpha, efficient market hypothesis, historical performance,

What are My SEP IRA Investment Options?

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Keywords: mutual funds, retirement accounts, broker-dealers, custodians, open architecture plans, brokerage platforms, mutual fund families,

What are Balanced Funds?

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Keywords: fixed income, mutual funds, stocks, bonds, risk and return, asset preservation,

What do ETFs Invest In?

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Keywords: investments, mutual funds, commodities, diversification, institutional investing, bullish, bearish, investment banks, iShares, Barclays,

What are Value Mutual Funds?

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Keywords: mutual funds, stocks, P/E ratio, growth stocks, core fund, blend funds,

What’s Better: ETFs or Mutual Funds?

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Keywords: investments, mutual funds, Exchange Traded Funds (ETFs), transaction cost, Dollar Cost Averaging (DCA), fees & commissions, expense ratio, turnovers, turnover ratio,

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