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How to Research a Fund
When considering the purchase of a mutual fund, investors should find answers to five big questions.
Category What is the aim of the fund, and which securities does it buy to meet its goals?
Price History How well has the fund performed in relation to peers and the broad market?
Management Who runs the fund, and how much do they charge?
Risk How much volatility has the fund exposed investors to?
Comparison How does the fund compare to others in its category?
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