mutual fund
Shared portfolio vehicle
A mutual fund is an investment vehicle that pools money from many investors to buy a diversified portfolio of stocks, bonds, or other securities.
Professional managers make the investment decisions.
Investors own shares in the fund rather than the underlying assets directly: She put her retirement savings into index mutual funds.
The value fluctuates with the performance of the holdings.
Expanding into varied areas
- portfolioCollected works or assets
- asset allocationDistributing investments strategically
- equitiesOwnership stakes in corporations
- bondsTies that unite
securities · NAV · prospectus · load · no-load · capital gains · risk tolerance · financial advisor
Owners of company stock
- unitsStandard measures of quantity
- collectiveJointly organized group
- NAVPer-share fund worth
- unit trustPooled money, professionally managed
custodian · net assets · liquidity · subscription · redemption
Tax-advantaged retirement savings account
- IRATax-advantaged retirement fund
- Roth IRATax-advantaged retirement account
- pensionRetiree's ongoing benefit
- nest eggSaved money for later
annuity · superannuation · financial security · long-term growth · tax-advantaged · employer match · rollover · distribution
diversification
Expanding into varied areas
- portfolioCollected works or assets
- asset allocationDistributing investments strategically
- equitiesOwnership stakes in corporations
bonds · securities · NAV · prospectus · load · no-load · capital gains · risk tolerance · financial advisor · benchmark
shareholders
Owners of company stock
- unitsStandard measures of quantity
- collectiveJointly organized group
- NAVPer-share fund worth
unit trust · custodian · net assets · liquidity · subscription · redemption
401(k)
Tax-advantaged retirement savings account
- IRATax-advantaged retirement fund
- Roth IRATax-advantaged retirement account
- pensionRetiree's ongoing benefit
nest egg · annuity · superannuation · financial security · long-term growth · tax-advantaged · employer match · rollover · distribution · retirement account
ETF
Tradable pooled investment vehicle
- small-capLow market capitalization
- financebank, CFO, banks, controller, finance
- financial termswealth, asset, currency, balance sheet, audit
- personal financesavings, income, credit, investments, bills
- fundingfunding, grant, loan, grants, venture capital
- fundsfunds, endowment, ETF, seed money, startup funds
- accountsbank account, checking account, savings account, joint account, personal account
mutual fundreal estate
Land and its structures
physical gold · tangible assets · real property · commodities · collectibles