Sentence examples for fund statements from inspiring English sources

MUTUAL FUND STATEMENTS -- These statements, which come with 1099 forms, should be read carefully, Mr. Luchs said, but many people throw them out.

Should mutual fund statements be phased in, he asked, so investors would not feel poor — and cut back on spending — after markets fell?

AFTER last year's stock market slide, many people saving for retirement thought they had the bad news when they saw their brokerage or mutual fund statements.

You would also need to know what trading costs are — the expenses associated with buying and selling securities within a portfolio — often buried in "turnover" percentages and fund statements of additional information.

Here are some of their recommendations: BEWARE OF HUGE CAPITAL GAINS"In 2011, you'll probably see a lot higher capital gains than in recent years" on mutual fund statements, said Christopher Davis, a senior fund analyst at Morningstar.

Comb through your year-end fund statements for these.

Many investors are unwilling to question glowing promises of double-digit returns or to read carefully the small print on a mutual fund statement.

The only document she brought with her in the evacuation was a birth certificate, but the last thing on her mind was getting a copy of her mutual fund statement, she said.

About five years ago, said Mr. Frommert, who had been looking forward to retiring in 2001, he noticed a reference in his Xerox retirement fund statement to "prior distribution".

Today nearly everyone has come to think of money as abstract an entry on a money market fund statement, for example.

Now we treat our mutual-fund statements like junk mail and let them pile up unopened.