You will want to learn how to compare your mutual fund to a standard so you can tell how well it’s doing compared to other similar mutual funds.
I just got my annual statement from my mutual fund company. They had a pie chart showing me what I am invested in.
Your mutual fund company sends out an annual statement the end of January.
On an annual basis you will want to see how your mutual funds are doing compared to their peers.
There are mounting concerns over the global impact of that massive earthquake and tsunami in Japan which pushed stocks lower.