Investing, Saving and Personal Finance 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. 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.
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. 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. WellsTrade brokerage accounts are offered through Wells Fargo Advisors, LLC. Investment and Insurance Products: Not FDIC Insured No Bank Guarantee May Lose Value
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. 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. Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource service for recordkeeping and shareholder services and other administrative services. 1.