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Mutual Fund

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Summary

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
Special Interest Group (29 members)

Forum

Forum about Mutual Funds. Below you can ask a question about this topic, share your experiences, report a new development, or explain something.


topic 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 with which the fund house can be compared and disclose the performance of the sche...
Rating12
 
topic 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 f...
Rating6
 
topic Net Asset Value (NAV) in Mutual Funds
What is NAV and how it is calculated for a mutual fund?...
Rating6
 
Comments2 comments
🔥 The Nomination Facility in Mutual Funds
While opening an investment account with mutual funds, the fund houses normally request investors to fill out a nomination form and attach nominees to the account. Though nomination is optional, inves...
Rating3
 
topic 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 time horizon. Widely known investing options that are available include: investing...
Rating3
 
topic 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 time horizon. Widely known investing options that are available include: investing...
Rating3
 
topic Classification of Mutual Fund Schemes. Types
Mutual fund schemes can be classified into the following categories: CLOSE ENDED FUNDS: Under such scheme, the number of units and duration of the fund are predetermined. Once the subscription rea...
Rating2
 
topic 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 sometimes mutual fund investors get a communication message from the Asset Management Co...
Rating1
 
Comments4 comments
topic 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......
Rating1
 
topic Mutual Fund Sales Management
Any ideas on mutual funds sales management in hard times?...
Rating1
 

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Best Practices

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


Expert Tips

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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.


Video

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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