Many mutual funds are part of a family of funds under the umbrella of a fund sponsor.

Question:

Many mutual funds are part of a family of funds under the umbrella of a fund sponsor. Select four of these fund sponsors and answer the following questions.

American Century: www.americancentury.com

Columbia Funds: www.columbiamanagement.com

Dreyfus Funds: www.dreyfus.com

DWS Investments: www.dws-investments.com

Fidelity Investments: www.fidelity.com

T. Rowe Price: www.troweprice.com

Vanguard: www.vanguard.com

a. Does the sponsor offer a growth fund or large-cap fund and an income fund?

b. What are the funds’ load fees and 12b-1 fees?

c. What were the income and capital gains distributions made by the funds during the last year?

d. What were each fund’s annual expenses (expense ratio) and annual return?

e. Do any of the funds offer retirement accounts?

f. What was each fund’s portfolio turnover?

g. Would an index fund have outperformed the growth funds during the preceding year?

Mutual Funds
Mutual funds are like a pool of funds gathered by different small investors that have simalar investment perspective about returns on their investments. These funds are managed by professional investment managers who act smartly on behalf of the... Portfolio
A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly...

Fantastic news! We've Found the answer you've been seeking!