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MUTUAL FUND SCOREBOARD.
In: BusinessWeek, 2002-01-28, Heft 3767, S. 70-87
Online
serialPeriodical
Zugriff:
This section presents a chart on equity funds. Overall ratings in the chart are based on five-year, risk-adjusted returns. They are calculated by subtracting a fund's risk-of-loss factor from historical pretax total return. Category ratings are based on risk-adjusted returns of the funds in that category. Each U.S. diversified fund is classified by market capitalization of the stocks in the portfolio and by the nature of those stocks. Sales charge is the cost of buying a fund. Many funds take this load out of the initial investment, and for ratings purposes, returns are reduced by these charges. Loads may be levied on withdrawals.
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MUTUAL FUND SCOREBOARD.
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Zeitschrift: | BusinessWeek, 2002-01-28, Heft 3767, S. 70-87 |
Veröffentlichung: | 2002 |
Medientyp: | serialPeriodical |
ISSN: | 0007-7135 (print) |
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