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Ch. 24 MUTUAL FUNDS I. Advantages A. Diversification

Ch. 24 MUTUAL FUNDS I. Advantages A. Diversification B. Professional management C. Liquidity D. Economies of scale E. Diversity of investment objectives F. Services 1. Telephone/Internet exchange 2. Automatic investment

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Ch. 24 MUTUAL FUNDS I. Advantages A. Diversification

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  1. Ch. 24 MUTUAL FUNDS I. Advantages A. Diversification B. Professional management C. Liquidity D. Economies of scale E. Diversity of investment objectives F. Services 1. Telephone/Internet exchange 2. Automatic investment a. Dollar-cost averaging 3. Automatic reinvestment 4. Retirement plan reporting II. Costs A. Management fee B. Distribution/marketing fee [12(b)-1] C. Transactions costs and fund expenses D. Sales commissions (loads) 1. Front-end Class A shares 2. Back-end (CDSL) Class B shares 3. Level Class C shares

  2. MUTUAL FUND ANALYSIS • I. Investment objective (style) • A. Consistency of style • B. Long-term performance • C. Short-term performance • D. Management team stability • II. Costs • A. Expenses • 1. Portfolio turnover • B. Loads • III. Services provided • Quotes & information

  3. HEDGE FUNDS I. Characteristics A. Definition 1. Classic 2. Current II. Strategies A. Shorting B. Leverage C. Concentration D. Derivatives E. Execution efficiency III. Segments/styles A. Fundamental B. Quantitative C. Arbitrage D. Merger arbitrage E. Macro F. Fund of funds

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