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Mutual Fund Beginner Guide: Purchasing Shares




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This article is from the Investing Articles: Mutual Funds series.

Mutual Fund Beginner Guide: Purchasing Shares

Fund shares can be bought either through a brokerage firm or directly from the fund itself. If you need help in choosing a fund, your broker should be able to present for your consideration an array of funds with differing objectives and risks and be able to explain the differences.

Mutual Fund Tips

Here are some things to consider while looking to 
purchase a mutual fund.
  • A fund's sales charges, fees and expenses.
  • Its potential impact on your taxes.
  • The age and size of the fund.
  • The fund's investment risks and whether its performance has varied widely over time.
  • Recent changes in the fund's operations.
  • The types of services offered by the fund.
  • The fund's impact on your overall investment portfolio. Source: SEC

 

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