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2. Systematic investment plan - Wikipedia

   en.wikipedia.org/wiki/Systematic_Investment_Plan

   A systematic investment plan (SIP) is an investment vehicle offered by many mutual funds to investors, allowing them to invest small amounts periodically instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly. [1]

3. How do you calculate cost basis on investments? - AOL

   www.aol.com/finance/calculate-cost-basis...

   Cost basis in investments: What it is and how to calculate it. Cost basis is the original value of an investment, typically the price you bought it for. ... The sale of stocks, mutual funds and ...

4. Retirement investing basics: A beginner’s guide - AOL

   www.aol.com/finance/retirement-investing-basics...

   Mutual funds. A mutual fund is a collection of stocks, bonds and/or other assets owned by multiple investors. You buy shares in the fund, which diversifies your investments and can reduce risk ...

5. Rate of return - Wikipedia

   en.wikipedia.org/wiki/Rate_of_return

   The fund records income for dividends and interest earned which typically increases the value of the mutual fund shares, while expenses set aside have an offsetting impact to share value. When the fund's investments increase (decrease) in market value, so too the fund shares value increases (or decreases).

6. Mutual fund fees and expenses - Wikipedia

   en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

   One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules. [7]

7. Mutual Fund Fees: What You Need To Know Before Investing - AOL

   www.aol.com/mutual-fund-fees-know-investing...

   A mutual fund is a pooled collection of investment funds. When a person buys shares in a mutual fund, money is combined with other investors' capital. A professional manager purchases stocks, bonds...