Word: prospectuses
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...product-safety issues, Calvert includes the drug giant. "You have a lot of companies where reasonable people can disagree," says Adam Kanzer, director of shareholder advocacy at Domini. His advice for investors: "Know what you're buying." A good starting place is the fine print found in a fund prospectus...
...requirements for a psychology thesis, which is mandatory for departmental honors, are unusually demanding. Potential writers are encouraged to begin preparing a prospectus in the middle of junior year, and they must find both an adviser and a reader...
...theory, investors will be able to trade shares over the counter, but the market is untested, to say the least. If the film is a smash--the vast majority of films are not--investors get back their initial investment and then split profits with the filmmakers. Even the prospectus says not to count on a happy ending: "You should purchase shares only if you can afford a complete loss." Says Civilian Capital founder Barry Poltermann: "This is a real investment. But due diligence can be fun. You can watch Ethan Hawke movies...
Washington may require fund companies to disclose fees and expenses to investors more clearly. But investors can take action on their own by carefully reading a fund's prospectus before they invest or by checking out the expenses through research services like Morningstar.com The simplest solution, however, is to avoid commissions altogether by choosing from the 5,500 or so no-load funds of such firms as Vanguard, Fidelity and T. Rowe Price. No-load funds levy no sales commissions and charge only modest 12b-1 fees. But no-load funds have costs too, so look for those that impose...
...fail to award breakpoint discounts to their customers. The National Association of Securities Dealers is cracking down, telling brokerages to send out refunds possibly worth tens of millions of dollars. Although your broker should determine if you qualify, it doesn't hurt to ask or to read your fund prospectus and statement of additional information, both of which list breakpoint rules. All money invested with one fund firm--say, American Funds or Franklin Templeton--generally combines to qualify you for the discount. In many cases, family members' investments count...