How can an investor tap into the Lipper system for guidance?
On Oct. 4, Lipper’s new categories will appear in the financial press. When you open the papers on that Monday and afterward, you’ll see Lipper’s new categories ranking all the funds listed. Also, many mutual-fund companies are or will begin to show the performance of their funds according to our new categories. You can also check us out at www.lipperweb.com. All of our new rankings are already on there. We have a list of every mutual fund we track listed alphabetically along with its rank and category. Also on the site is a detailed explanation of our new system and why it is a substantial improvement over the current state of the art. Q: Please share your thoughts on load vs. no-load. A: Financial research doesn’t show a clear advantage one way or the other. You can think of load vs. no-load in the following way. Load funds use the premise that you get what you pay for, large research staff dedicated to picking the best stocks, state-of-the-art trading rooms to buy or sell stocks wit
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