Fund Family

Fund Family
A fund family is a set of related funds, usually mutual finds, with a common brand. One minor advantage of investing in multiple funds in the same fund family is being able to receive a common statement for all.

Fund Family
Set of mutual funds, with different investment objectives, managed and distributed by the same company. In many cases, investors may move their assets from one fund to another within the family at little or no cost.

Fund family
Set of funds with different investment objectives offered by one management company. In many
cases, investors may move their assets from one fund to another within the family at little or no cost.
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fund family
mutual fund company offering funds with many investment objectives. A fund family may offer several types of stock, bond, and money market funds and allow free switching among their funds.

Fund Family Score
A proprietary Morningstar data point, fund family scores are designed to give investors a measure of how well a firm has done as a whole in one of four asset classes.

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Fund Family
An investment management company that offers several types of mutual funds.
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Fund Family
Fund family is the term used to describe a group of mutual funds operated by the same investment company, but with differing investment objectives.

Fund Family A group of mutual funds managed by the same investment company.

Fund family
A fund family, or family of funds, is a group of mutual funds controlled by a single investment company, bank, or other financial institution.

Fund Family - Group of mutual funds marketed and/or managed under a common brand name or management company. Examples include Dreyfus, Kemper, Fidelity, T. Rowe Price, Franklin/Templeton, etc.

Fund Family
All the schemes, which are managed by one mutual fund.
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Mutual Fund Family
The array of mutual funds offered by a single Mutual Fund Company. Individual funds can have varying degrees of risk and investment objectives.
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SIZE OF THE FUND FAMILY: The size of a fund's family does matter. In large fund families moving from one type of fund to another is easier.

Phone switching Transferring money between funds in the same mutual fund family by telephone request. There may be a charge associated with these transfers.

See GoCurrency World Currencies Page & Currency Converter phone switching The capability of transferring money between funds in the same mutual fund family by telephone request. PHP The ISO currency code for the Philippines Peso.

Fund family Set of funds with different investment objectives offered by one management company. In many cases, investors may move their assets from one fund to another within the family at little or no cost.

Breakpoint rules vary, but some funds let you qualify for breakpoints if all your investments within the same fund family-funds offered by the same fund company-add up to the breakpoint level.

A mutual fund feature that allows a shareholder to convert from one fund to another fund within the same mutual fund family. For example, in a bull market an investor placed their money in an aggressive growth fund.

Also referred to as a "mutual fund family" or simply a "fund family".
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However, the advantages of consolidating your assets within one fund family are being challenged by the recent proliferation of fund networks, sometimes called fund supermarkets, ...

FUND SWITCHING - Moving money within a mutual fund family from one mutual fund to another.
FUND THEORY - views the organization as a series of funds or sub-funds represented by various services ...

A new fund set up in a fund family to emulate another successful fund.
Close
The close is the period at the end of the trading session. Sometimes used to refer to closing price. Related: Opening.

EXCHANGE PRIVILEGE A shareholder service that allows shareholders to move their assets from one fund to another fund within the same mutual fund family, usually without any additional sales charge or fees.

Most companies populate their funds of funds with individual funds from their fund family, though some companies add mutual funds or exchange traded funds from other investment companies.

Moving money within a mutual fund family from one mutual fund to another.
Fun money
Money that can be used to invest in risky investments with high potential return.
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One plan may offer funds from a single mutual fund family, while another lets you choose among several. A few plans don't offer mutual funds at all, but instead offer a selection of unregistered investment funds.

Exchange privilege
A mutual fund shareholder's right to switch from one fund to another within one fund family, usually at no additional charge.
Exchange rate
The price of one country's currency expressed in another country's currency.

fund exchange: An ability to allocate investments from one fund into another within the same mutual fund family.
funding: The raising of money to launch or expand a business.

Right of accumulation
Allow investors to combine prior mutual fund purchases with current purchases in the same mutual fund or related mutual fund family to qualify for a breakpoint and obtain a lower sales charge.

You need to read it before you put your first dollar into the fund. Make sure you get one by calling the fund's toll-free number and asking it be mailed to you, or the quickest way to find one is on the fund family's own web site.

exchange privilege The shareholder's ability to move money from one mutual fund to another within the same fund family, often without additional charge. exchange rate The price at which one currency trades for another.

See also: Expense, Banks, Expected return, Risk premium, Values