mutual funds
Shared investment vehicles
Mutual funds are investment vehicles that pool money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities.
Professional fund managers make the buying and selling decisions, which appeals to investors who lack the time or expertise to manage their own portfolios.
She put her retirement savings into low-cost mutual funds.
The value of shares in a mutual fund fluctuates based on the performance of its underlying investments, and investors can typically buy or sell shares on any business day.
Expanding into varied areas
- asset allocationDistributing investments strategically
- portfolioCollected works or assets
- retirementLeaving the workforce permanently
- savingsAccumulated money kept
401(k) · IRA · NAV · yield · load · no-load · prospectus · rebalancing
Units of company ownership
- redemptionRecovery or moral restoration
- subscriptionPaid recurring access
- open-endedLacking fixed boundaries
- closed-endedHaving finite answer options
NAV · prospectus · custodian · registrar · trustee · management fee · SEC · AMC
Profits from investments
- benchmarkStandard for comparison
- alphaFirst Greek letter
- betaGreek alphabet's second letter
- volatilityRapid, unpredictable changeability
annualized · outperform · underperform · track record · consistency · drawdown · recovery · peer comparison
diversification
Expanding into varied areas
- asset allocationDistributing investments strategically
- portfolioCollected works or assets
- retirementLeaving the workforce permanently
savings · 401(k) · IRA · NAV · yield · load · no-load · prospectus · rebalancing · dollar-cost averaging
shares
Units of company ownership
- redemptionRecovery or moral restoration
- subscriptionPaid recurring access
- open-endedLacking fixed boundaries
closed-ended · NAV · prospectus · custodian · registrar · trustee · management fee · SEC · AMC · scheme
returns
Profits from investments
volatility · annualized · outperform · underperform · track record · consistency · drawdown · recovery · peer comparison · star rating
- fundingfunding, grant, loan, grants, venture capital
- finance termsnet profit, gross profit, budget, credit, debt
- Mutual Fundsequity funds, index funds, bond funds, balanced funds, growth funds
- investing educationfinancial literacy, portfolio management, technical analysis, asset allocation, diversification
- investment fundshedge funds, index funds, bond funds, equity funds, pension funds
- financial lawsecurities law, insurance law, SEC, Dodd-Frank, insider trading
mutual fundsprivate equity
Capital for unlisted companies
hedge funds · venture capital · alternative investments · real estate · annuities