| In this age of information you are deluged with | | | | Mutual Fund Profilelists the mutual fund's family - |
| data, news, facts and figures from the Internet, | | | | address - toll free number - name of the Manager |
| newsprint, and a variety of telecommunications. | | | | and tenure - inception date - net assets - |
| Yet, when you want and demand immediate | | | | investment category - investment objective, etc. |
| concise, factual and current information to make | | | | Mutual Fund Purchaseincludes the minimum initial |
| an investment decision, where is it? | | | | purchase - minimum initial IRA purchase - |
| An excellent research source that can help you | | | | maximum 12b1 fee - maximum front end sales |
| make investment decisions is a mutual fund ticker | | | | load - maximum deferred sales load - brokerage |
| symbol. The mutual funds are assigned a five digit | | | | availability. |
| symbol (always ending with X) and generally | | | | Mutual Fund Performanceprovides the current net |
| follows the mutual fund name. Example would be | | | | asset value (share price) - year-to-date return - |
| ABC Mutual Fund ABCFX (fictitious name and | | | | long-term average return - best one/three year |
| symbol). The mutual fund symbol is your key to | | | | total return - worst one/three year total return - |
| unlock a wealth of investment data. | | | | performance vs. benchmarks. |
| Many major Internet financial search engines | | | | Mutual Fund Riskshows the risk rating - 3 year |
| provide all the information you seek to make a | | | | Alpha rating - 3 year Beta rating - 5 year Alpha |
| investment decision based on facts. Some | | | | rating - 5 year Beta rating - total expense ratio. |
| excellent financial search engines are | | | | Now that you are armed with the value of the |
| Finance.Google.com, Finance.Yahoo.com, To view | | | | mutual fund ticker symbol you can find top mutual |
| the vast resource of mutual fund data that is | | | | funds that are worth researching at (Mutual |
| readily available, the website requires a symbol be | | | | Interest Data Service). |
| placed in the dialog box. Here is a thumbnail sketch | | | | Good luck on your investing future. |
| of the valuable type of source material provided. | | | | |