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A mutual fund is a company that pools
investors' money to make multiple types of
investments, known as the portfolio. Stocks,
bonds, and money market funds are all
examples of the types of investments that
may make up a mutual fund.
The mutual fund is managed by a professional
investment manager who buys and sells
securities for the most effective growth of the fund.
As a mutual fund investor, you become a
"shareholder" of the mutual fund company.
When there are profits you will earn dividends.
When there are losses, your shares will decrease
in value.
One of the main advantages of mutual funds is
that they give small investors access to
professionally managed, diversified portfolios of
equities, bonds and other securities, which would
be quite difficult to create with a small amount of
capital.
Mutual funds are, by definition, diversified,
meaning they are made up a lot of different
investments. That tends to lower your risk.
Open-ended
• Shares are issued in the fund
whenever anyone wants them
Closed-ended
• With closed-ended funds, only a
certain number of shares can be
issued for a particular fund, and
they can only be sold back to the
fund when the fund itself
terminates.
TYPES
Refers to the sales charges added to a mutual fund
when you purchase it. The load charge goes to the
fund salesperson as a commission and payment for
their research services.
Load charges can be a front-end load ( you pay it
when you buy the mutual fund) or a back-end load
(you pay when you sell the mutual fund).
LOAD
Equity funds are made
up of investments of
only common stock.
These can be riskier
(and earn more money)
than other types.
Fixed-income funds are
made up of government and
corporate securities that
provide a fixed return and are
usually low risk.
Balanced
funds combine both
stocks and bonds in the
investment pool and
offer a moderate to low
risk
CATEGORIES
HEDGE FUND
A hedge fund is an investment partnership. The
limited partners contribute the money and the
general partner manages it according to the fund's
strategy. A hedge fund's purpose is to maximize
investor returns and eliminate risk, hence the word
"hedge.“
HEDGE LIKE FUNDS
A mutual fund that adopts an alternative
investment strategy, much like a hedge fund.
Hedge-like mutual funds aim to increase investor
returns by utilizing investment methods typically
used by hedge funds, while maintaining the
convenience and availability to investors wishing
to invest in mutual funds.
The key differences are that hedge-like funds are
regulated by the SEC(Securities and Exchange
Commission), and potential investors in hedge-like
funds do not need to be considered accredited
investors to invest.

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Mutual Funds

  • 1.
  • 2. A mutual fund is a company that pools investors' money to make multiple types of investments, known as the portfolio. Stocks, bonds, and money market funds are all examples of the types of investments that may make up a mutual fund.
  • 3. The mutual fund is managed by a professional investment manager who buys and sells securities for the most effective growth of the fund. As a mutual fund investor, you become a "shareholder" of the mutual fund company. When there are profits you will earn dividends. When there are losses, your shares will decrease in value.
  • 4. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult to create with a small amount of capital. Mutual funds are, by definition, diversified, meaning they are made up a lot of different investments. That tends to lower your risk.
  • 5. Open-ended • Shares are issued in the fund whenever anyone wants them Closed-ended • With closed-ended funds, only a certain number of shares can be issued for a particular fund, and they can only be sold back to the fund when the fund itself terminates. TYPES
  • 6. Refers to the sales charges added to a mutual fund when you purchase it. The load charge goes to the fund salesperson as a commission and payment for their research services. Load charges can be a front-end load ( you pay it when you buy the mutual fund) or a back-end load (you pay when you sell the mutual fund). LOAD
  • 7. Equity funds are made up of investments of only common stock. These can be riskier (and earn more money) than other types. Fixed-income funds are made up of government and corporate securities that provide a fixed return and are usually low risk. Balanced funds combine both stocks and bonds in the investment pool and offer a moderate to low risk CATEGORIES
  • 8. HEDGE FUND A hedge fund is an investment partnership. The limited partners contribute the money and the general partner manages it according to the fund's strategy. A hedge fund's purpose is to maximize investor returns and eliminate risk, hence the word "hedge.“
  • 9.
  • 10. HEDGE LIKE FUNDS A mutual fund that adopts an alternative investment strategy, much like a hedge fund. Hedge-like mutual funds aim to increase investor returns by utilizing investment methods typically used by hedge funds, while maintaining the convenience and availability to investors wishing to invest in mutual funds. The key differences are that hedge-like funds are regulated by the SEC(Securities and Exchange Commission), and potential investors in hedge-like funds do not need to be considered accredited investors to invest.