Mutual Fund

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Description of Mutual Fund. Explanation.


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Definition Mutual Fund. Description.

A Mutual Fund is an investment company that pools money from investors and invests it a portfolio of securities. Such a portfolio may contain:

  • Stocks (Stock Fund).

  • Bonds (Bond Fund).

  • Money-market instruments (Money Market Fund).

  • A combination of stocks and bonds (Hybrid Fund).

Typically, in return for an initial shareholder fee plus annual operating expenses, the portfolio manager trades the fund's underlying securities, realizing a gain or loss, and collects the dividends and interest income. The investment proceeds are then passed along to the individual investors. There are more mutual funds than there are individual stocks..

In the USA, mutual funds have a special legal status, in Western Europe it is a more generic term for various types of collective investments.

Mutual Funds Forum
  Classification of Mutual Fund Schemes. Types
Mutual fund schemes can be classified into the following categories:
  1. CLOSE ENDED FUNDS: Under such scheme, the number of units and duration of the fund are predetermined. Once the subscription reaches the predetermined amount, the ent...
  Mutual Funds versus ULIP Plans
What are the basic differences between Mutual Funds and Unit Linked Insurance Plans (ULIPs) of life insurance, except for the insurance cover that ULIPs are providing additionally compared to mutual funds? Thank you for your ideas......
  History of Collective Investment Funds
I need to know the history of collective investment schemes (funds) in the world. Who can give an overview of where and how it all started? Thanks......
  Net Asset Value (NAV) in Mutual Funds
What is NAV and how it is calculated for a mutual fund?...
  Mutual Fund Sales Management
Any ideas on mutual funds sales management in hard times?...

Mutual Funds Special Interest Group

Special Interest Group


Best Practices - Mutual Funds Premium

Expert Tips - Mutual Funds Premium

Resources - Mutual Funds Premium

Interview W. Blake: Golden Rules of Investing

William Blake gives 2 golden rules on investing:
1. Diversify.
2. Keep costs low.
One easy way to achieve that is by using an index fun...
Usage (application): Advanced Implementation of Investing


Mutual Funds


Mutual Funds


Mutual Funds


Mutual Funds

Compare with: Index Fund  |  Fundamental Analysis  |  Technical Analysis  |  Capital Asset Pricing Model  |  Behavioral Finance  |  Investor Sentiment  |  Institutional Investors  |  Rebalancing

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