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What is mutual fund research?

Updated: 9/21/2023
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Mutual fund research involves the study of all available information. It should begin with a review of the mutual fund's prospectus. This document will offer the investor a wealth of information about the management of the fund, how the fund invests, the cost of ownership (fees and expenses) as well as information about the the fund's holdings. The potential investor may also use the web to gain opinions, how the markets are impacting the fund and recent news about the fund. All of this information helps prospective investors make the correct choice for their risk profile and investment goals.

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