Wednesday, July 23, 2008

Shareholder services of Mutual Funds


Many mutual fund companies offer a range of useful, sometimes valuable services to their customers. These may include
  • Check-writing privileges
  • Ability to invest, withdraw, or move money via mail, telephone, or the Internet
  • Automatic investment via payroll deduction
  • Record-keeping for filing your income tax return
  • Access to research reports about companies, funds, and economic trends
A fund’s prospectus tells you more about such services.

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