FAQs tagged as

Mutual Funds

  1. Is it a good idea to buy mutual funds from banks?

  2. What do the different types of mutual fund classes mean?

  3. Do ETFs have a board of directors?

  4. What advantages do exchange-traded funds have over mutual funds?

  5. What are the advantages and disadvantages of mutual funds?

  6. Where do I look for fees that I am charged on investments? What are those fees called?

  7. What is a long-short mutual fund?

  8. How much of a company's stock can a mutual fund own?

  9. What is "leverage" as it is used in closed-end funds?

  10. How do I find out how much money a mutual fund manager has in his or her fund?

  11. What was the first mutual fund?

  12. All of the following are regulated by the Investment Companies Act of 1940 EXCEPT

  13. What is an unregistered mutual fund?

  14. When did mutual funds come to the U.S.A.?

  15. Under the Investment Company Act of 1940, an investment company must have minimum net assets of how much before it can issue shares to the public?

  16. Under the Investment Company Act of 1940, an investment company, or mutual fund company, must have minimum net assets of how much before it can issue shares to the public?

  17. What is the performance cult?

  18. Compute the offering price for a mutual fund with NAV of $1,200,000,000, an 8% front-end load, and 1,000,000 shares outstanding.

  19. What is the difference between exchange-traded funds and mutual funds?

  20. How did Peter Young gain infamy as a "rogue trader"?

  21. How do you find out the price of a mutual fund?

  22. What is the difference between municipal bonds and standard money market funds?

  23. What are the oldest mutual funds, by date of inception?

  24. What is mutual fund timing, and why is it so bad?

  25. Why is it that when investors realize returns on a mutual fund, its price tends to fall?

  26. Can I match a fund to my religion?

  27. What is late-day trading? Why is it any different from buying and selling stocks in the after-hours market?

  28. Can a corporation deduct dividend payments to shareholders before taxes are calculated?

  29. If I am American, can I buy a foreign mutual fund?

  30. Are ETFs subject to the short sale uptick rule?

  31. What are soft dollars?

  32. How do you calculate the cost basis for a mutual fund over an extended time period?

  33. Which of the following statements regarding the performance of a mutual fund would be permitted under current rules?

  34. Why can you short sell an ETF but not an index fund?

  35. How do segregated funds differ from mutual funds?

  36. What is a mutual fund's NAV?

  37. Why do all mutual fund tickers have an X at the end?

  38. How can I buy an S&P 500 fund?

  39. Are mutual fund performance numbers reported net of fees (operating expenses and 12b-1)?

  40. What is a "socially responsible" mutual fund?

  41. Can I sell mutual fund shares below their minimum intial purchase amount without being penalized?

  42. What's the difference between a mutual fund and a hedge fund?

  43. Do hedge funds and mutual funds invest in commodities in high inflation environments?

  44. Can you place a stop-loss order on a mutual fund?

  45. Why do some closed-end mutual funds trade above or below their net asset values?

  46. Which option is better on a mutual fund: a growth option or a dividend reinvestment option?

  47. How do I find mutual funds that track indexes?

  48. Why would a person choose a mutual fund over an individual stock?

  49. What's the difference between a load and no-load mutual fund?

  50. Are ETFs required to pay out a percentage of income as dividends?

  51. Is it possible to buy mutual funds using a margin account?

  52. What is a wrap account and what are the advantages of using one?

  53. I live in the U.S. How can I trade stocks in China and India?

  54. Can an open-ended fund's price appreciate significantly?

  55. What is the difference between a global fund and an international fund?

  56. I want to invest in equities, but I don't have much money. Is there a minimum number of shares I must buy?

  57. When my mutual fund declares an income distribution, the fund price falls by a similar amount. How does this distribution benefit me?

  58. What is the difference between a blend fund and a balanced fund?

  59. What's the difference between institutional and non-institutional investors?

  60. I have a KSOP through my employer that I've invested 100% in company stock. I am now concerned that I'm not diversified and would like to move out of company stock and into mutual funds. Is this allowed with the funds I've contributed to the account?

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