Distinguish between “no-load,” “back-load,” and “12b-1” fees.

DISCUSSION:
1. Distinguish between “no-load,” “back-load,” and “12b-1” fees (p. 108)

2. Explain the importance of a mutual fund’s historical performance and some key points to consider when utilizing this information (p. 110)

3. Discuss the importance in distinguishing between diversified and non-diversified funds in an investment portfolio, as well as how this will affect its risk profile (p. 111)

4. List some of the different sources you can research for information on mutual funds and fund investing (pp. 111-113)