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Mutual Funds, Exchange-Traded Funds, Hedge Funds, and Limited Partnerships

Mutual Funds — A complete, but concise, tutorial about mutual funds in a one-page format with sidebars, illustrations, formulas, examples, and clear definitions of basic terms.

The Mutual Fund Prospectus

Mutual Fund Fees and Expenses

Open-End Mutual Funds: Purchases, Reinvestments, Redemptions, and Taxes

The Taxation of Mutual Fund Distributions, Sales, Redemptions, and Exchanges

Other Types of Funds

An Overview of the Different Types of Mutual Funds

Exchange-Traded Funds (ETFs)

Unit Investment Trusts (UITs)

Hedge Funds and Funds of Hedge Funds

Some Interesting Statistics On Hedge Funds

Fixed Annuities and Variable Annuities

Direct Participation Programs (DPPs)

Direct Participation Programs (DPPs) — Limited Partnerships

Evaluating And Buying A Direct Participation Program (DPP)

The Tax Advantages Of Limited Partnerships As Direct Participation Programs (DPPs)

Resources

Mutual Fund Articles, Studies, and Resources

Mutual Fund Blog

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