Mutual Fund

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Summary, forum, best practices, expert tips and information sources.


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.

Mutual Funds Special Interest Group

Special Interest Group (22 members)

Forum about Mutual Funds  

The most recent topics about: Mutual Funds.

Mutual Funds versus ULIP Plans
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The Drawbacks of Mutual Funds. Disadvantages
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The Benefits of Mutual Funds. Advantages
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Classification of Mutual Fund Schemes. Types
Mutual fund schemes can be classified into the following categories:
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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 (...)
🔥 NEW Segregated Portfolio
Investing in mutual funds is popular in today's world. Like any other investment, mutual funds are subject to various ri (...)
Best Practices about Mutual Funds

Here you will find the most valuable ideas and practical suggestions.

🥇 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? (...)
Expert Tips about Mutual Funds

Here you will find professional advices by experts.

Information Sources about 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 (...)

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

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