Mutual Funds Assignment >> Personal & Family Financial Planning
TOTAL POINTS 3
Most index funds and a small group of actively managed funds don’t charge a load. No-load index funds are the most cost efficient mutual funds to buy because they have smaller operating costs. If there is one rule to investing In mutual funds, it is that you should try to avoid paying a load.
A risk-adjusted return is a calculation of the profit or potential profit from an investment that takes into account the degree of risk that must be accepted in order to achieve it. The risk is measured in comparison to that of a virtually risk-free investment. U.S. Treasuries are usually used for comparison.