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Mutual Fund Education

Introduction to Mutual Funds

Mutual funds are designed with the individual investor in mind, offering diversification and professional money management often with affordable, minimum investment amounts.

Types of Funds

Mutual funds are generally categorized according to risk and return.

Buying Funds

When you are ready to invest, here are some tips on buying mutual funds.

Selling Funds

Learn about adjusting your asset allocation and when to consider selling mutual funds that you own.

Costs of Mutual Funds

With every mutual fund there are ongoing costs associated with ownership.

Mutual Fund Taxes

When you own mutual funds your investment may be subject to taxable events.

Fund Performance

Learn how to measure the performance of mutual funds.
 
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These articles are for information and education purposes only. You will need to evaluate the merits and risks associated with relying on any information provided. Although this article may provide information relating to approaches to investing or types of securities and investments you might buy or sell, Wells Fargo and its affiliates are not providing investment recommendations, advice, or endorsements. Data have been obtained from what are considered to be reliable sources; however, their accuracy, completeness, or reliability cannot be guaranteed. Wells Fargo makes no warranties and bears no liability for your use of this information. The information made available to you is not intended, and should not be construed as legal, tax, or investment advice, or a legal opinion.
Contact Wells Fargo Advisors or your investment professional for a mutual fund's current prospectus, which contains more complete information on investment objectives, charges, fees, risks, and expenses. Please read and consider the information in the prospectus carefully before investing.

Mutual funds available without transaction fees may change at any time without notice. Therefore, any mutual funds purchased without a transaction fee may be subject to a transaction fee for subsequent purchases or upon liquidation.
Wells Fargo Advisors has entered into agreements with certain mutual fund families to share the educational, training, recordkeeping and other costs associated with the sale of mutual fund shares. The sharing of costs can take the form of payments made by the fund families to Wells Fargo Advisors. Wells Fargo Advisors also receives revenue from Wells Fargo Funds Management, LLC, an affiliate of Wells Fargo Advisors, relating to customer assets held by Wells Fargo Advantage Funds. These payments are in addition to the sales charges disclosed in the fee tables found in the prospectuses of the mutual funds of these fund families and Wells Fargo Advantage Funds.
Wells Fargo Advisors, LLC (Member SIPC) does not provide tax or legal advice. Please see your tax and legal advisors to determine how this information may apply to your own situation.