LEARNING CENTER
Level | Intermediate
WHAT ARE THE FACTORS TO KEEP IN MIND BEFORE CHOOSING A MUTUAL FUND?
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Key Takeaways

  1. No single factor is enough when considering a mutual fund, a combination of all relevant aspects need to be considered.

  2. Generally, pick funds that fit your risk-reward profile, your investment objective and the time horizon you’re willing to invest for.

  3. Consider the performance, tax impact and fee structure of the funds.

  4. Contact a financial advisor to understand more, including any tax implications and your risk / reward profile.