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Should I transfer my mutual fund to another institution to save on fees?



Our response:

When evaluating your investment options carefully review the fees and expenses of any funds you are considering and ask questions before you buy or make a change. Additionally, our mutual fund fee calculator shows the impact of fees on your investments. It may also be useful to review Fund Facts – an interactive sample of the key information mutual fund companies are required to provide investors who purchase the mutual fund.

To continue learning about mutual funds visit the mutual funds hub on Speak with a registered financial representative to help with your decision-making process.

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