The SEC requires a prospectus for all traded securities and funds in the US, which serves as the main sales argument. Investors should read the prospectus carefully, paying attention to the fund’s objectives and past performance, and ensure they have the most recent version. Comparing prospectuses can help investors make informed decisions. In the United […]
Tax-exempt mutual funds invest in municipal bonds to provide tax-free returns for investors. These funds can include both load and no-load bonds and can be sponsored at the state or private level. Investors can research options online or with the help of financial advisors. The fonds de bonos libres de taxos are mutual funds that […]
Asset management services, including investment fund administration, are available for investors who don’t have the time or desire to manage their portfolios. Investment fund administrators offer financial advice and active management services for individuals, businesses, and large clients. In the US, registration with federal and state authorities is required for administrators with over $25 million […]
Mixed funds are mutual funds made up of various asset types, allowing investors to diversify their holdings without creating multiple funds. There are no restrictions on the types of assets that can be included, and the risk value of assets in the fund can vary widely. Mixed funds are difficult to classify as more or […]
