FYI: Mutual fund companies or brokerages that sell mutual funds are required by law to send out a prospectus to their clients. A prospectus contains a lot of information for the investor, such as the fund’s investment objective, strategies, holdings, information on the manager, risks, past performance, benchmark information, fees and minimum investment amounts.
Let’s go over some of the key tenets of the prospectus.
Regards,
Ted
http://mutualfunds.com/education/decoding-mutual-fund-prospectus/
