Personal Investment Guide

Assume you manage a mutual fund whose prospectus requires it to remain fully invested in U.S. stocks, and you are concerned that stocks generally have become overvalued even though overall sentiment in the market remains bullish. Assume that you wish to limit your exposure to a sharp "correction" in market prices without giving up the [...]

I've reviewed the prospectus for American Funds Growth Fund of America. According to the prospectus they only charge a set up fee and annual fee of for class A-529 accounts. I have a regular class A retirement account, but am being charged a annual fee and was charged the setup fee. I [...]