The superior funds offer good service and provide easy-to-read quarterly statements. Mike’s were demanding to know. He couldn’t even tell at having a look what his investment in mutual funds was valued at. Mike was both right and inappropriate. No, his salesman does not take money out of his account, directly. The fund company did […]
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First, sales charges in excess of than 5% came off top with regard to his guy, so mike started off more than $1000 within the hole on a $20,000 mutual fund move. Plus, expenses and other fees were costing him more than 2% every year. Second, his funds both had worse than average 10-year performance […]
