Mutual Funds FAQs

  1. How does a summary prospectus and an offering memorandum differ?

  2. How Mutual Funds Work in India

  3. What did Warren Buffett mean when he said, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.”

  4. How are a mutual fund's C shares different from A and B shares?

  5. Why are mutual funds subject to market risk?

  6. Can mutual funds invest in options and futures?

  7. How do mutual funds split?

  8. Do mutual funds pay interest?

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

  10. Are mutual funds better than single stocks?

  11. How are money market interest rates determined?

  12. What makes a straddle 'delta neutral?'

  13. How do delta hedging and beta hedging differ?

  14. How do mutual fund expense ratios affect returns?

  15. How do level I, level II, and level III ADRs differ?

  16. Why is a mutual fund's expense ratio important to investors?

  17. What metrics do I use to evaluate the risk-return tradeoff for a mutual fund?

  18. What are the most popular mutual funds that invest in the automotive sector?

  19. Are mutual funds considered equity securities?

  20. What are soft dollars?

  21. What is the difference between hedging and speculation?

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

  23. What are Vanguard's Admiral Shares?

  24. How do mutual fund trades clear and settle?

  25. What are typical trust fund management fees?

  26. What's the best way to save for private school expenses?

  27. When are mutual fund orders executed?

  28. What is a good annual return for a mutual fund?

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

  30. What Was the First Mutual Fund?

  31. What does standard deviation measure in a portfolio?

  32. What Is an Unregistered Mutual Fund?

  33. Can I Find Out a Manager's Stake in a Mutual Fund?

  34. How Do I Find Mutual Funds That Track Indexes?

  35. How are futures used to hedge a position?

  36. Can I Buy Mutual Funds With a Margin Account?

  37. Why Do Mutual Fund Tickers Have an 'X' at the End?

  38. Can You Place a Stop-Loss Order on a Mutual Fund?

  39. How Do You Find Out the Price of a Mutual Fund?

  40. What Are the Oldest Mutual Funds?

  41. Is It a Good Idea to Buy Mutual Funds From Banks?

  42. How Are Global and International Funds Different?

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

  44. Which mutual funds made money in 2008?

  45. How are you taxed after selling a mutual fund in an IRA?

  46. When do you invest in a commingled fund vs. separate account?

  47. What is a good turnover ratio for a mutual fund?

  48. Do mutual funds require a demat account?

  49. Does OptionsHouse have mutual funds?

  50. Can mutual funds have beneficiaries?

  51. Can you buy Vanguard funds through another brokerage?

  52. Can mutual funds use leverage?

  53. What does a low information ratio tell an investor about a mutual fund?

  54. What are the best mutual funds for investing in the aerospace sector?

  55. What is the difference between a custodian bank and a mutual fund custodian?

  56. What are the most popular mutual funds that invest primarily in the insurance sector?

  57. How should I use portfolio turnover to evaluate a mutual fund?

  58. What are the benefits and shortfalls of the Herfindahl-Hirschman Index?

  59. How does a no-load fund make money?

  60. Is there an index for tracking mid-cap stocks?

  61. How can you use delta to determine how to hedge options?

  62. What is the maximum I can lose if I make a covered call?

  63. What are the disadvantages of an index fund over an actively managed fund?

  64. How often should I be checking the NAV of my mutual fund shares?

  65. What does the end of the quarter mean for portfolio management?

  66. What are the benefits and costs (or risks) of a systematic investment plan (SIP)?

  67. Why are options very active when they are at the money?

Trading Center