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Apr 23 2012 12:00AM

Question

I have three (3) mutual funds that were created for me 10+years ago. I am trying to find out how I go about seeing what they are worth and how much someone would charge to look into this for me. Please e-mail me at the above e-mail address. Thank you.

Answer

The information you seek regarding current value of Mutual Funds should be very simple to ascertain. There should be no charge for determining the value of your investments providing you can supply statements showing the ticker symbol, amount, etc. You should be receiving statements from the Custodian monthly or quarterly showing positions held and valuations. If these are not publicly traded, then the current value is information the Fund Manager will provide to you upon request - make certain you request and receive the information you seek in writing for your records and information.

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