While stocks look to benefit, the picture is mixed for bonds. Commissions, trailing commissions if applicable , management fees and expenses all may be associated with mutual fund investments. Chart: 10 Big Investment Trends for
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Read MoreThe Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. As of November , LL no longer available for sale. Historical Distributions Table. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.