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Personal Financial Planning
16. CHAPTER 12-C: MUTUAL FUNDS/Mutual Fund Classification
16. CHAPTER 12-C: MUTUAL FUNDS Illustration
Syllabus Slides

Mutual Fund Classification

01.Core Concepts

• Load versus no-load • Share classes • Class A shares • Class B shares • Class C shares • Expense ratios for different types of funds • High-quality performance funds may have high or low expense ratios • International funds tend to have higher expense ratios than domestic equity funds