How to Navigate the Mutual Funds Special Issue Tables

Below is a guide for reading the exchange-traded fund tables in the special Mutual Funds issue of Kiplinger's Personal Finance magazine.


To limit the number of funds in our tables, we’ve left out funds that are less than a year old and that require a minimum investment of $100,000 or more. The share class we choose is the biggest one that is open to new investors. We also exclude those that are sold only to special groups or institutional investors, or that are available only through IRAs.

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