Monday, August 25, 2008

individual stocks.

Objective 52.0813-0404
Explain loads as it applies to mutual funds including: front-end, back-end, back-end declining, and no-load.

Objective 52.0813-0405
Explain what is meant by a Family of Funds, and the advantages and disadvantages of investing via one family.

Objective 52.0813-0406
Describe the role of the Management Fee in determining the profitability of Mutual Fund companies.

Objective 52.0813-0407
Explain the concept of Dollar-Cost-Averaging and it's use to minimize risk.