Mutual Funds Research Papers

Mutual Funds Research Papers-21
Some funds that are reflected as front end load are offered load waived in Self-Directed accounts. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.The information herein was obtained from multiple sources, we do not guarantee its accuracy or completeness.In addition to receiving dealer concessions and asset-based sales charges and/or services fees in connection with clients' purchasing and holding mutual fund shares, Merrill Lynch and its affiliates provide other services for which they may receive additional compensation from funds or their affiliates.

Based on single and equally weighted portfolios of U. domestic equity mutual funds over the 1990–2014 period, we estimate our model providing new evidence on mutual fund dynamics: (1) beta dynamics are significantly affected by economic variables, although (2) managers seem not to care about benchmark sensitivities toward predictors in choosing their instrument exposure; and (3) instruments play a key role on the long run.Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks.This and other information may be found in each fund's prospectus or summary prospectus, if available.While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.Past performance is no guarantee of future results.For specific mutual fund family compensation information, please contact us.for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history.All total returns assume the reinvestment of all dividend and capital gain distributions at net asset value when paid.All total returns without sales charge do not reflect the deduction of the current maximum sales charge or the applicable contingent deferred sales charge or any applicable redemption fee.Contact us if you experience any difficulty logging in.No transaction fee, load waived and no load funds are only available in Merrill Edge through a Merrill Edge Self-Directed account or through enrollment in an asset-based fee program offered through Merrill Edge Advisory Center.


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