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Investments After Diagnosis: An Overview

Mutual Funds

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When considering mutual funds:

  • Only look at funds that have the same objectives as your investment strategy. There are all kinds of mutual funds, including funds that invest in specific industries, or municipal bonds, or specific indexes such as the Dow Jones Index.
  • Consider funds which do not charge a commission, and those which charge below average management fees. If everything else is equal, no-load funds (funds which don't charge a commission), and which take a lower fee, can more easily provide higher yields.
  • Find out if you will subjected to a tax for profits made by the fund prior to your investment.  
  • When considering a fund's experience, check to see if the team which did well in the past is still running the fund.
  • There are some funds that waive certain fees purchase and/or redemption fees if you are "disabled." Look at the paperwork for each fund to find out how it defines "disabled."

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