How to read your fund report

March 10, 2014

Five key parts of a fund report

When you invest in a mutual fund, you indirectly own part of the stocks, bonds, and other securities that the fund invests in. So how can you check up on how your fund is doing and how much you're paying for its day-to-day operations? You don't have to be a financial expert. You just need to know where to look in the fund's report, which is issued every six months. The accompanying video outlines five key parts of the report and what they can tell you.


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