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12b-1 Charges
Fees associated with mutual funds, charged annually for fund distribution and marketing costs, embedded in the fund's expense ratio.
Fund Assets
Financial resources under the control of an investment fund, including cash, securities, and other investments.
Sales Expenses
Costs incurred directly from the selling of goods or services, including things like commissions, advertising, and promotional materials.
Balanced Funds
Mutual funds that invest in a mix of asset classes, typically stocks and bonds, aiming for a balance between risk and return.
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