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Summary of Mutual Funds

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Summary of Mutual Funds

Mutual funds are the most popular investment vehicle. There are currently more mutual funds in which to invest than there are corporations offering common stock to the public. This occurs because many mutual funds invest in some securities of the same corporations, as do other funds, only in different amounts.

Mutual funds are diversified portfolios of securities representing a microcosm of investments. Some offer investors portfolios designed to meet specific investment objectives such as long-term growth, current income, or even speculation in specific industry sectors. Mutual funds may be suitable for any type of investor as long as they are selected based upon the investor’s means, risk tolerance, needs, and goals.

Practical Ideas I Can Start With Today

  • Research a variety of mutual funds based on my investment objectives and my risk tolerance.
  • Choose a mutual fund based on my investment objectives and my risk tolerance. Use this calculator to estimate how expenses can impact my returns.
  • Begin buying mutual fund shares on my own or through a broker.
  • Set up a dividend reinvestment plan with a mutual fund.

What you have learned

  1. What Is a Mutual Fund and How Does It Work?
  2. Buying and Redeeming Mutual Funds
  3. Mutual Fund Expenses
  4. Mutual Fund Income and Distributions
  5. Stock Mutual Funds
  6. Bond Mutual Funds
  7. Money Market Mutual Funds
  8. Hybrid Mutual Funds

Find out what you have learned