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The calculation is performed as follows: Take the net interest income earned by the fund over the last 7 days and subtract 7 days of management fees. Divide that dollar amount by the average size of the fund's investments over the same 7 days. Multiply by 365/7 to give the 7-day SEC yield.
A bond fund's 30-day yield may appear in the fund's "Statement of Additional Information (SAI)" in its prospectus. Because the 30-day yield is a standardized mandatory calculation for all United States bond funds, it serves as a common ground comparison of yield performance. [1]
US mutual funds are to compute average annual total return as prescribed by the U.S. Securities and Exchange Commission (SEC) in instructions to form N-1A (the fund prospectus) as the average annual compounded rates of return for 1-year, 5-year, and 10-year periods (or inception of the fund if shorter) as the "average annual total return" for ...
Fund assets: $3.1 billion *Note: To compare municipal bond funds with taxable funds, investors calculate a taxable equivalent yield, which can be determined by dividing the municipal yield by (1 ...
Your best bet is to estimate future needs and then use the calculators at Investor.gov to input your current ... as you can just use a funds screener to find an ETF or mutual fund offered in your ...
Here’s what the letters represent: A is the amount of money in your account. P is your principal balance you invested. R is the annual interest rate expressed as a decimal. N is the number of ...
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