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  1. Making Sense of Share-Class Alphabet Soup

    Many funds have multiple share classes, but the expected time horizon is a key determinant of the appropriate one to chose for your portfolio.

  2. The ABCs of China’s Share Markets

     

  3. How to Pay Less for Funds

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  4. Perplexing Portfolio Issues Explained

    Dear Sue, I have a question about a fund I hold in my 401(k). If I have "I" shares, but all the Morningstar write-ups are for the "A" shares, can I assume the comments apply to my fund, too? Generally, yes. The different letters after a fund name distinguish various ways a fund may be sold. Some ...

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