This brochure explains the basics of mutual fund and ETF investing, how each investment option works, the potential costs associated with each option, and how to research a particular …

Topic 946 contains specialized guidance that investment companies use to recognize, measure and derecognize investments, and to account for investment income. The following table …

Mutual funds fit into three main categories—money market funds, bond funds, stock funds (also called “equity” funds). Each category has unique features, risks and rewards.

A mutual fund’s prospectus describes in plain English the fund’s goals, fees and expenses, investment strategies and risks, as well as information on how to buy and sell shares.

There are thousands of mutual funds available to you. No wonder investing can seem over-whelming. One good idea is to choose a fund that automatically diversifies your investments. …

To get started, first determine your approach to investing. You can choose one of the eleven Lifecycle Funds (L Funds) that provide a diversified mix of the five individual funds.

For the 2022 investment funds survey there is a significant change in both the number of funds reported and total aggregate NAV, compared to the 2021 reporting year.

This publication provides an illustrative set of financial statements, prepared in accordance with IFRS Accounting Standards, for a fictional open-ended investment fund (‘ABC Fund’ or the …

Our analysis dispels assertions tied to the growth of index fund investing and ofers evidence that refutes key misperceptions. The advent of, and access to, index fund investing is one of the …

This brochure can help by making it easy for you to understand and compare the Investment Plan funds available to you. On the following pages, you’ll find brief summaries of each fund, …