201: Five Questions to Ask Before Buying a Mutual Fund
205: Gauging Risk and Return Together, Part 1
206: Gauging Risk and Return Together, Part 2
207: Examining a Stock Funds Portfolio, Part 1
208: Examining a Stock Funds Portfolio, Part 2
404: Style-Box-Specific versus Flexible Funds
506: Calculating Your Personal Rate of Return
Theres a relationship between net asset value (NAV), yield, and total return, but its complicated. Did you know that a funds NAV can fall and you can still make money? Or that a fund can yield less than 1%in fact, it can yield nothing at alland yet its returns can still be at the top of the charts?
Before we go further, though, lets review the two key components of total return. You can earn money from your investment in two ways: income (often called yield) and capital appreciation.
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