Mutual Funds: Conclusion
  1. Mutual Funds: Introduction
  2. Mutual Funds: What Are They?
  3. Mutual Funds: Different Types Of Funds
  4. Mutual Funds: The Costs
  5. Mutual Funds: Picking A Mutual Fund
  6. Mutual Funds: How To Read A Mutual Fund Table
  7. Mutual Funds: Evaluating Performance
  8. Mutual Funds: Conclusion

Mutual Funds: Conclusion


Let's recap what we've learned in this tutorial:

  • A mutual fund brings together a group of people and invests their money in stocks, bonds, and other securities.
  • The advantages of mutuals are professional management, diversification, economies of scale, simplicity and liquidity.
  • The disadvantages of mutuals are high costs, over-diversification, possible tax consequences, and the inability of management to guarantee a superior return.
  • There are many, many types of mutual funds. You can classify funds based on asset class, investing strategy, region, etc.
  • Mutual funds have lots of costs.
  • Costs can be broken down into ongoing fees (represented by the expense ratio) and transaction fees (loads).
  • The biggest problems with mutual funds are their costs and fees.
  • Mutual funds are easy to buy and sell. You can either buy them directly from the fund company or through a third party.
  • Mutual fund ads can be very deceiving.

  1. Mutual Funds: Introduction
  2. Mutual Funds: What Are They?
  3. Mutual Funds: Different Types Of Funds
  4. Mutual Funds: The Costs
  5. Mutual Funds: Picking A Mutual Fund
  6. Mutual Funds: How To Read A Mutual Fund Table
  7. Mutual Funds: Evaluating Performance
  8. Mutual Funds: Conclusion
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RELATED FAQS
  1. How do I calculate the loan-to-value ratio using Excel?

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

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  3. How do I judge a mutual fund's performance?

    Evaluate mutual fund performance utilizing resources such as Morningstar; compare the fund with others in its peer group ... Read Answer >>
  4. What's the difference between a load and no-load mutual fund?

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

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