
- February15 2004
- Volume 11
- Issue 3
Cost of Being Good
By some ethical standards, you'reprobably better off not having money ina mutual fund that treats its shareholdersthe way that several funds tarred withallegations of wrongdoing have done.But even though dumping your sharesmay satisfy your conscience, it couldput a dent in your wallet. Before yousell shares in a beleaguered fund, checkwhether you'll be hit with a surrenderor distribution fee. A visit to the fundcompany's Web site or a quick phone callcan get you the answer to that question.You should also check if the sale wouldgenerate a big tax bill. Finally, reviewhow well the fund has done for you. Atop-performing fund may be a keeperdespite whatever borderline trading practicesthe fund has engaged in.
Articles in this issue
almost 18 years ago
Select the Right Option for Your Moneyalmost 18 years ago
Ease Retirement with a Reverse Mortgagealmost 18 years ago
Manage Annuities to Improve Retirementalmost 18 years ago
Narrow the Hunt for a Financial Advisoralmost 18 years ago
Give Yourself the Gift of Independencealmost 18 years ago
Mull the Benefits of Loan Consolidationalmost 18 years ago
Don't Squander What's in the Piggy Bankalmost 18 years ago
Move Your Estate Plan into Action Todayalmost 18 years ago
Spread Your Investor Wings Far and Widealmost 18 years ago
Exercise Caution with Home Equity Loans


















































































