noload mutual fund nav net asset value

Online Guide to
Mutual Funds at NAV

life insurance
noload mutual fund nav net asset value
Mutual Funds at NAV (n. - definition) - some mutual fund companies offer their load mutual funds to large investors at Net Asset Value (NAV).
noload mutual fund nav net asset value

Retirement Plan
Guides Online:

401k Simple
Defined Benefit Plan
Money Purchase Pension Plan
Profit Sharing Plan
Roth IRA
Simple IRA
Teacher Retirement

Guides Online:

401k Rollover
Cafeteria Plan Sec 125
Charitable Foundation
Charitable Trusts
Deferred Compensation
Donor Advised Funds
Elliott Wave Analysis
Estate Planning
Fee Based Financial Planning
Hedge Funds
Investment Services Advice
Margin Trading
Money Management
Money Market Savings Account
Mutual Fund Investment Advice
Mutual Funds
Mutual Funds at NAV
Omnibus Account
Payroll Deduction
Pooled Income Fund
Prime Brokerage
Roth IRA Conversions
Rule of 72
Stock Trading
Systematic Trading
Tax Exempt Money Market
Tax Free Mutual Funds
Variable Annuity

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by Retirement Plans Advisor

How should you manage your retirement money in a BEAR Market?

  • Some Mutual Funds companies offer their load mutual funds through the Broker/Dealer community at Net Asset Value (NAV) to some large investors.

  • Typically, these funds are offered at NAV to individual investors who make substantial investments in the family of funds. Generally, most have a minimum of $500,000 and some only offer funds at NAV if the investment is as high as $1,000,000.

  • Generally, NAV offerings are made to institutional investors, some retirement plans investments (depending on the size), and to individual investors who transfer from one load fund to another load fund.

  • Funds offer professional investment management and are available for investment and diversification with virtually all major financial assets classes.

  • Mutual funds offer broad diversifications within different markets and different asset classes: Money Market Funds, US and Foreign Bond Funds, Corporate and Government Bond Funds, High Yield Bond Funds, US Stock and Foreign Stock Funds, Balanced Funds, International and Global Bond Funds, World Income Funds, Utility Funds, Technology Funds, Precious Metal Funds, etc.

  • Mutual funds offer access to several investment classes that are difficult for individuals to access directly.

  • Some families of mutual funds offer up to 100 different investment funds within their family of funds.

  • Mutual funds offer monthly accumulation plans.

  • Mutual funds offer systematic payouts.

  • Mutual funds offer exchange privileges within their families.

  • Mutual funds offer dividend spinning and other automatic asset reallocation plans.

  • Mutual funds offer liquidity.

  • Mutual funds are typically fully taxable, except tax-free bond funds, or funds held within an IRA, pension plan, charitable trusts.

  • Mutual funds can be purchased by individuals, corporations, trusts.

  • Mutual funds with many asset investment choices can address the issue found in one study which suggested that optimal long term investment performance can be traced to asset allocation.

  • For more complete information including charges and expenses obtain a prospectus, read it carefully before you invest or send money.

  • Mutual Fund, Variable Annuity and Variable Life prospectuses are available directly from the issuing companies; and, in some cases, can be downloaded directly on the issuing company's internet website.

  • Systematic and dollar cost averaging within Mutual Funds, Variable Annuities and Variable Life insurance policies does not assure a profit and does not protect against loss in declining markets. It involves continuous investment in securities regardless of fluctuating prices and the investor should consider his or her financial ability to continue purchases through periods of low price levels

  • Investing in stocks, bonds, mutual funds and variable annuities does not guarantee a profit.

  • All of these investments can lose money.

Guides Online:

Annuity Bonus
Annuity Fixed
Annuity Equity Indexed
Annuity Immediate
Business Continuity Insurance
Buy Sell Agreement
Charity Insurance
Common Remitter Service
Company Insurance
Equity Indexed Universal Life Insurance
Executive Insurance
Health Insurance
Health Savings Account
Insurance Product Guide
Key Man Insurance
Long Term Care Insurance
Medical Savings Accounts
Medicare Supplemental Insurance
Mortgage Insurance
Premium Finance
Return of Premium Life Insurance
Split Dollar Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Worksite Insurance Plans

Online Insurance
Quote Comparisons:

Free Life Insurance Quotes
Life Insurance Calculator
Low Cost Life Insurance
Term Life Insurance
Term Life Insurance Quotes
Term Life Insurance Rates

College Planning
Guides Online:

529 College Saving Plans
Education IRA
College Financial Aid
FAFSA & Definitions
Financial Aid Programs
Financial Aid Strategies
Scholarships - Loans
State College Aid Agencies

Mortgage Loan
Guides Online:

Adjustable Rate Mortgages
Fixed Rate Mortgages
Home Equity Mortgages
Interest Only Mortgages
Reverse Mortgages

Copyright © 1998-2007. Mutual Funds at NAV Information Guide. All rights reserved.

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