How to Read a Mutual Fund Prospectus. What is a Prospectus?. A legal document required to be given to mutual fund investors Potential time and money saver Written in “legalese” A mutual fund screening tool A reference tool- Start a “fund file”. Class Objective.
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How to Read a Mutual Fund Prospectus
The fund invests with the objective of capital growth. Although income is considered in the selection of securities, the Fund is not designed for investors seeking primarily income rather than capital appreciation.
The “personality” of a fund