| Family of Funds | |
 A group of mutual funds offered by one investment or fund company. Each mutual fund has different characteristics and can range depending on investment objective. |
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 Most fund companies today offer a wide range of mutual funds for investors to choose from. A benefit to fund families is they often allow investors to transfer money between funds for a nominal charge or no charge at all. Therefore, an investor who decides to switch from a growth fund to a balanced fund could do so without any new sales charges if each of these funds were part of the same fund family. |
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 Managing a Portfolio of Mutual Funds - Wing it or re-balance? Discover some common strategies to devise a plan and maintain your holdings to relect that plan. Maintaining Your Mutual Fund Equilibrium - Like a tune-up for your car, mutual-fund rebalancing should minimize trouble down the road. Closing Funds: Investment Protection or Trap? - Learn to determine whether a fund that no longer accepts money from the public is damaged or well managed. |
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