The SEC's mutual fund tips also suggest that investors consider a fund's size, tax consequences, risks, and volatility. We hope these tips will help investors consider all the relevant factors when they buy mutual funds. A record 177 mutual funds posted returns of 100 percent or higher last year, according to an industry survey of fund returns since 1970. Prior to 1999, no more than six mutual funds had doubled their investors' money in the same calendar year. The SEC's tips also emphasize that the short-term performance of relatively new or small funds can be especially difficult to repeat, because the fund's investment in select initial public offerings or a few successful stocks may have exaggerated the fund's gains.
Individual stocks have less of an impact on larger funds than they have on smaller funds.
The site also features the SEC's Mutual Fund Cost Calculator, which helps investors compare the long-term impact of fund sales charges, fees, and expenses. At times, changes in Commission priorities require alterations in the scheduling of meeting items. At times, changes in Commission priorities require alterations in the scheduling of meeting items. At times, changes in Commission priorities require alterations in the scheduling of meeting items. The order also extends to any other National Association of Securities Dealers, Inc. member broker-dealer controlling or controlled by, or under common control with the Insurance Companies that serves as a distributor or principal underwriter of such contracts.