I received a negative long term gain distribution from a mutual fund and it reduced the cash in my cash account. Is this right? If I had no cash in my account what would happen? I also received a positive long term gain distribution from the same investment, although of a smaller [...]
Posts Tagged ‘Long’
Negative (loss) Long Term Gain Distribution reduces brokerage cash account?
Posted by admin on May 15th, 2011
Posted in Mutual Funds News 
Tags: Account, Brokerage, cash, distribution, gain, Long, loss, negative, reduces, Term 
1 Comment »Is there a regulation that dictates how long of a notice a mutual fund has to give before closing?
Posted by admin on May 14th, 2011
Two funds that I have wanted for the past few years to invest in just opened back up. But I have already maxed out my IRA and dont have the $5000 cash laying around because I am buying some rental properties. Do mutual funds have to give notice before closing to new money, [...]
Posted in Mutual Funds News Tags: Before, closing, dictates, Fund, Give, Long, Mutual, notice, Regulation, there 1 Comment »What’s the best way to invest $1000-$5000 for either short or long term and with compund interest?
Posted by admin on May 10th, 2011
I know savings accounts and CDs hardly give any return and I have no clue how to deal with stocks, bonds, or mutual funds.
So, where would you invest money?
Thanks!
Posted in Mutual Funds News Tags: $1000$5000, Best, compund, either, interest, Invest, Long, short, Term, What'S 4 Comments »What’s better for long term investing B & C or A mutual funds?
Posted by admin on May 6th, 2011
I have two financial guys. One is saying that B & C’s are better, and the other guy is saying A’s are better. I can’t help wondering if the advice is fiscally motivated though. Which type is best?
good fund to invest in for long term no hassle?
Posted by admin on May 3rd, 2011
What is a good fund to invest in that has a good asset allocation which will be held for 10+ years? I am in my early 20’s and don’t mind an aggressive portfolio.
I want to dollar cost average and simply setup automatic investments every month, without any hassle.
This is not for retirement. I don’t want [...]
Anyone have any picks on a decent ETF or no load mutual fund with low expense ratio and long track?
Posted by admin on May 2nd, 2011
return of beating the S&P 500. I looking for a agressive but diversified fund or ETF a good yeild couldn’t hurt either. I’m sick of watching all the news on every stock I own and following the fundamentals and earnings constantly , Not to be lazy , But [...]
how long do you guys out there think, the energy (stock/Mutual Funds) rally will last)..?
Posted by admin on May 1st, 2011
past couple of years energy funds are returning 40-60% yearly..
Do you think it will continue through 2006 year end?
And besides energy, what are other sector funds/stock-picks that might be good to get into at this time?
Posted in Mutual Funds News Tags: Energy, Funds, Guys, last, Long, Rally, Stock/Mutual, there, think 4 Comments »i bought FMAGX for 2500 at 7am on bankofamerica how long will the mutual fund take to clear?
Posted by admin on April 29th, 2011
i bought FMAGX for 2500 at 7am on bankofamerica how long will the mutual fund take to clear?
Posted in Mutual Funds News Tags: $2500, bankofamerica, bought, Clear, FMAGX, Fund, Long, Mutual, take 2 Comments »Can I balance a $5000 long term cap.gain for 1 dep.kid, with a $4000 long.term.cap.loss for a 2nd dep.kid?
Posted by admin on April 22nd, 2011
Both represent sales of mutual funds in 2 kids respective UGMAs.
I hope I am mis-interpreting form 8814. It says can be used for “capital gain distributions”, but I assume this does not include long term capital gains from a sale: correct?
Form 8615 allows cap.gains to be combined across kids so they can [...]
Posted in Mutual Funds News Tags: $4000, $5000, Balance, Cap.gain, dep.kid, Long, long.term.cap.loss, Term 2 Comments »If you invested $2,500 in a very successful mutual fund (12% return a year), how long would it take for you to
Posted by admin on April 17th, 2011
have a balance of $5,000?
a. 2 years
b. 4 years
c. 6 years
d. 8 years
e. 9 years
f. 12 years
Posted in Mutual Funds News Tags: $2500, Fund, invested, Long, Mutual, Return, Successful, take, Very, Would, year 5 Comments »What’s a good sector balance for aggressive, long term investing?
Posted by admin on April 11th, 2011
I did a Morningstar breakdown of all my mutual funds and it seems I have 22% in the energy sector and 18% in gold… this seems a bit over weighted to me since the S&P has about 14% in each.
Posted in Mutual Funds News Tags: Aggressive, Balance, Good, Investing, Long, Sector, Term, What’s 4 Comments »How long must you own a mutual fund?
Posted by admin on April 8th, 2011
How long do you have to own a mutual fund? Is there a penalty if you sell before a year?
creating a plan for a total of three long term investments for your $25,000. Include the following: a) What t?
Posted by admin on April 6th, 2011
creating a plan for a total of three long term investments for your $25,000. Include the following:
a) What type of investment is it? (bond, stock, mutual fund, CD, etc.)
b) What is the risk level of the investment? (conservative, moderate, or aggressive)
c) What is the rate of return or other benefit for the investment?
With a long time horizon (>20 years), will a leveraged ETF/Fund return higher yields than an unleveraged Fund?
Posted by admin on April 4th, 2011
I have a long time horizon (~35 years), and I know that a leveraged fund (say 2x or 3x) will introduce a lot of volatility into a portfolio, but it seems like it should be worth the risk over a long enough time period for the higher return. However, I never see articles recommending [...]
Posted in Mutual Funds News Tags: ETF/Fund, Fund, Higher, horizon, Leveraged, Long, Return, Than, time, unleveraged, years, Yields 1 Comment »how long would it take to double this amount of money( deals with intrest)?
Posted by admin on March 31st, 2011
I have $10000 in a mutual fund. the average annual rate of return for the past 5 years was 12.25%. Assume the rate continues. how long will it take for the $10000 to double?
Posted in Mutual Funds News Tags: amount, deals, Double, intrest, Long, take, This, Would 2 Comments »