Mutual Fund

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What is a Mutual Fund?

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.

Forum 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 with which the fund house can be compared and disclose the performance of the sche... 12   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... 6   Net Asset Value (NAV) in Mutual Funds What is NAV and how it is calculated for a mutual fund?... 6   2 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... 3   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... 3   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... 3   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... 2   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... 1   4 comments 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...... 1   Mutual Fund Sales Management Any ideas on mutual funds sales management in hard times?... 1   Start a new topic about Mutual Funds Sign up for free

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Expert Tips Advanced insights about Mutual Funds. Here you will find professional advices by experts. Consultancy Tips Teaching Tips Practical Implementation Tips

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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