Mutual Fund

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What is a Mutual Fund? Meaning.

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.

Special Interest Group

Mutual Funds Special Interest Group.

Special Interest Group (25 members)


Forum about Mutual Funds.


Benchmarking of Mutual Fund Schemes Returns to Total Return Index (TRI)
The "Offer Document" or "Scheme Information Document" of a mutual fund scheme must choose at least one index / indice wi...
Mutual Funds versus ULIP Plans
What are the basic differences between Mutual Funds and Unit Linked Insurance Plans (ULIPs) of life insurance, except fo...
Net Asset Value (NAV) in Mutual Funds
What is NAV and how it is calculated for a mutual fund?...
🔥 NEW The Nomination Facility in Mutual Funds
While opening an investment account with mutual funds, the fund houses normally request investors to fill out a nominati...
The Drawbacks of Mutual Funds. Disadvantages
When it comes to investing, many options are available to an investor, depending upon their needs, risk appetite and tim...
The Benefits of Mutual Funds. Advantages
When it comes to investing, many options are available to an investor, depending upon their needs, risk appetite and tim...
Classification of Mutual Fund Schemes. Types
Mutual fund schemes can be classified into the following categories:
CLOSE ENDED FUNDS: Under such scheme, the n...
Segregated Portfolio in Mutual Debt Funds
Each mutual fund scheme has its own portfolio of investments. It focuses on that portfolio, on that scheme. But sometime...
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 ...
Mutual Fund Sales Management
Any ideas on mutual funds sales management in hard times?...

Best Practices

The top-rated topics about Mutual Funds. Here you will find the most valuable ideas and practical suggestions.

Expert Tips

Advanced insights about Mutual Funds. Here you will find professional advices by experts.

Information Sources

Various sources of information regarding Mutual Funds. Here you will find powerpoints, videos, news, etc. to use in your own lectures and workshops.

Interview W. Blake: Golden Rules of Investing

Advanced Implementation of Investing
William Blake gives 2 golden rules on investing: 1. Diversify. 2. Keep costs low. One easy way to achieve that is by ...

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

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