* * * The same fund is an investment company.

From the large amount of funds collected

People put it in all kinds of.

Securities. enterprise management

Make money continuously.

Individuals and businesses. mutual

Fund is an effective method.

Investing in stocks, bonds and other securities,

Three reasons:

1。 Management of purchasing securities

Professional manager.

2。 Because you have a collection.

Different stocks and bonds, risks

Disperse or diversify.

3。 Due to the large amount purchased by the Fund,

Its cost is lower than

You must be honest with yourself.

A portfolio of stocks, bonds and securities,

A fund called

Portfolio. Every investor owns stocks,

Part of the group it represents.

In the whole portfolio.

Usually, investment companies

All kinds of funds are sold. An example of

Investment companies including pioneer,

Loyalty, Janus, T. Rowe Price,

American funds and Dreyfus. these

There are many similarities with other companies.

Different investment funds

Target. * * * The same fund can

I bought it directly from the investment.

Companies borrow money from banks or brokers,

Financial planner, or insurance.

Special agent.

Before purchasing any funds:

Understand the types of funds

Read the prospectus of the fund.

Research fund fee schedule

Consider the purpose of the fund and

Your investment goals

Consider other investments in you.

have

Understand the performance of the fund

Read other financial information

You're thinking about the fund

There are three ways to make it.

* * * Funds from the same fund

1。 Dividends and interest. basis

Income in the form of dividends

Security interest

That's true. Bonds pay interest and some

Share the bonus. mutual

The fund company will put the proceeds

To their shareholders. You are usually

Will be taxed here every year.

Unless the fund holds an allowance.

Securities.

2。 Securities with capital gains/losses

Fund. The price of securities in the fund

May increase. As a fund, and then

Sale of securities and fund capital

Get. At the end of this year, the most

The foundation will put these

Capital gains minus any capital losses.

Investors (reduce prices).

These capital gains will be taxed.

Yes, they received it.

3。 Common net asset value (NAV)

Fund. If the company doesn't sell

But think that increasing securities

Valuable, valuable

* * * With the increase of fund share (NAV).

Profit. This is also

This is capital gains. But you will.

Don't tax capital gains until

You sold the fund this year.

Target interaction

fund

1。 Income. Focus of income fund

Dividends and interest, reserves

Income investors. This is a contrast.

The source of funds is stable, but

The net asset value of the fund can still go up.

Come down.