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. 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. Trades in no-load mutual funds available through Schwab’s Mutual Fund OneSource service (including Schwab Funds), as well as trades in certain other funds, are available without transaction fees when placed through Schwab.com or our automated phone channels. 1.
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. Read the prospectus carefully before you invest. 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.
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 high R-squared means the beta on a fund is actually a useful measurement. 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. High turnover can lead to high tax bills, which take a big bite out of your bottom line, unless the mutual fund is in your IRA (and therefore tax-exempt).
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