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Frequently Asked Questions

How can I change my mutual fund investment options?

BB&T - Health Savings Account FAQ's
Your BB&T OnLine HSA Account Summary screen will feature a link to your HSA Investment Sweep sub-account, where you may make changes to your investment options. From this page, you may redeem shares in mutual funds and re-invest the proceeds in other mutual funds from the menu of funds available, or change the percentages of swept funds that are allocated to your mutual fund investments.

Do I wire my money for SwissCash Investment to SwissCash or Swiss Mutual Fund?

SWISSCASH | GATEWAY TO FINANCIAL FREEDOM
You wire transfer all your money to Swiss Mutual Fund, as SwissCash is a Financial Facility of Swiss Mutual Fund. See similar questions...

It is stated that my investment is guaranteed by Swiss Mutual Fund; how does this guarantee work?

SWISSCASH | GATEWAY TO FINANCIAL FREEDOM
Your fixed returns are guaranteed every month through SIP, for example SIP15300. Many conventional investments do not guarantee their investors profit but SIP guarantees profit to the investors as time/period of payment is pre-set upon any investment. See similar questions...

Q4): How do you change a mutual fund investment to money market investment?

microsoft.public.money Unofficial FAQ
In the details, remove the existing symbol, and rename the existing "mutual fund" to something you will never use. Let's suppose you choose zzzz. Change each transaction to the fund using the drop-down list. You may have a problem if you have sells intermingled with buys--it may try to sell more shares than you have at some point. See similar questions...

How is a UIT different than a mutual fund and how are the securities selected?

Advisor's Asset Management: Frequently Asked Questions
The securities in a UIT are professionally selected to meet a stated investment objective, such as growth, income, or capital appreciation. UITs employ a "buy-and-hold" investment strategy: once the trust's portfolio is selected, its securities typically will not be sold or new ones bought, unlike mutual funds. See similar questions...

What is a mutual fund?

UTI Bank
A mutual fund is a trust that pools the money of several investors and manages investments on their behalf. Legally it is like any other company you know of. Hence, the fund is also called a mutual fund company. The fund company takes your money and like you from other new investors. This is added to the money that's already invested with the fund. Some investors see asset size as an indicator of popularity. A scheme with large assets could be subscribed to by large number of unitholders. See similar questions...

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