Net Asset Value & Total Return – Clarifying Two Key Mutual Fund Data Points

It has been my experience with many attendees at my investment education lectures that they do not have a clear understanding of two basic mutual fund concepts – net asset value (NAV) and total return (TR). While related, these two features of fund investing have two distinct functions – the former relates to the pricing […]

Net Asset Value & Total Return – Clarifying Two Key Mutual Fund Data Points Read More »