Fool.com: Investing, Stock Research, and Personal Finance. Business, financial, personal finance news - CNNMoney. Investopedia.com - Your Source For Investing Education. Financial Services: Investment and Financial Management from Service Provider Charles Schwab. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses.
You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource® service (and certain other funds with no transaction fees) and held for 90 days or less. 1.
There are many different types of fees and commissions, and they may not all appear in one place, such as your account statement. Morningstar: Stocks, Mutual Funds, and Investing. Wells Fargo Mutual Fund Center. With a mutual fund, you’ll get professional money management and diversification within or across different asset classes, with affordable investment amounts for individuals. Compare ways to invest in mutual funds Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Mutual fund investing involves risks, including the possible loss of principal. This website is accompanied by current prospectuses for Wells Fargo Advantage Funds.
Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds®. Other fees and expenses apply to an investment in no-load Investor Class shares and are described in a fund’s current prospectus. MarketWatch. Top 10 mutual fund terms (Page 2 of 2) 5. R-Squared R-squared measures a fund's movements against its particular benchmark index on a scale ranging from 1 to 100. An S&P 500 index fund will have an R-squared very close to 100 because the fund mirrors the index. A fund with a low R-squared number is moving out of sync with its index. A high R-squared means the beta on a fund is actually a useful measurement. A low R-squared means ignore the beta. 6.
If you're a do-it-yourself investor, avoid funds that charge loads. 7. However, some funds waive the redemption fee when you move your money from one fund to another in the same family. 8. Some companies base their contingent load not on your original investment but on the amount you have in the fund when you withdraw. If you're thinking of investing in a fund, ask if they have a contingent deferred sales load. 9. You can track a fund's NAV like you would the price of an individual stock. 10.
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