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MUTUAL FUNDS

MUTUAL FUNDS. AN OPEN-END INVESTMENT COMPANY THAT INVESTS A POOL OF FUNDS BELONGING TO MANY INDIVIDUALS IN A PORTFOLIO OF STOCKS AND/OR BONDS INVESTORS PURCHASE SHARES IN INDIVIDUAL MUTUAL FUNDS, THE VALUE OF WHICH IS DETERMINED BY THE UNDERLYING SECURITIES OWNED BY THE FUND (NAV).

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MUTUAL FUNDS

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  1. MUTUAL FUNDS • AN OPEN-END INVESTMENT COMPANY THAT INVESTS A POOL OF FUNDS BELONGING TO MANY INDIVIDUALS IN A PORTFOLIO OF STOCKS AND/OR BONDS • INVESTORS PURCHASE SHARES IN INDIVIDUAL MUTUAL FUNDS, THE VALUE OF WHICH IS DETERMINED BY THE UNDERLYING SECURITIES OWNED BY THE FUND (NAV)

  2. MUTUAL FUND FEATURES • STYLE • COMPOSITION OF INVESTMENTS • NO-LOAD FUNDS • SALES LOAD • MANAGEMENT FEES AND EXPENSE RATIOS • REDEMPTION FEES • MINIMUM INITIAL INVESTMENTS • MINIMUM ADDITIONAL INVESTMENTS • DISTRIBUTIONS • FUND MANAGERS • BETA • MORNINGSTAR RATINGS

  3. MUTUAL FUNDSSTYLES

  4. MUTUAL FUND SELECTIONS

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