Mutual Fund Essentials

The key to understanding a mutual fund is knowing what it invests in, who its portfolio managers are, and how the costs of the fund compare to other alternatives, such as ETFs.

Top Mutual Funds
Mutual Fund Essentials

Mutual Fund vs. ETF: Similarities and Differences

Mutual funds and ETFs both consist of a mix of many different assets and represent a common way for investors to diversify. Learn what makes...

Closed-End Fund Definition
Distribution Definition
Index Fund Definition

Money Market Fund Definition
Mutual Fund Definition
Net Asset Value – NAV Definition
No-Load Fund Definition
American Funds vs. The Vanguard Group: Understanding the Difference
Mutual Fund Annual Returns - The Good and the Bad
Target-Date Fund Definition
Mutual Funds vs. Hedge Funds: What’s the Difference?
Open-End Fund Definition
Turnover Ratio Definition
How to Buy Mutual Funds Online
Closed-End or Open-End Investments: What's the Difference?
Mutual Funds: Advantages and Disadvantages
Load vs. No-load Mutual Fund: What's the Difference?
Asset Management Company (AMC)
Balanced Fund Definition
Front-End Load Definition
Market Timing Definition
Pooled Funds Definition
Management Fee vs. Expense Ratio: What's the Difference?
Arbitrage Mutual Funds: Benefits and Drawbacks
Annual Turnover shows the rate of holding changes
Morningstar Risk Rating
What is a Mutual Fund's NAV?
Folio Number Definition
Undertakings Collective Investment in Transferable Securities (UCITS)
Business Development Company (BDC)
Investment Fund
The Advantages of Mutual Funds
5 Ways to Measure Mutual Fund Risk
12B-1 Fee
Trading Mutual Funds for Beginners
Understanding Vanguard Mutual Funds vs. Vanguard ETFs
New Fund Offer (NFO)
Do mutual funds invest only in stocks?
Unit Investment Trust (UIT) Definition
Top 5 Mutual Fund Holders of Amazon
When to Sell a Mutual Fund
Market Neutral Definition
An Introduction to Commercial Paper
The ABCs of Mutual Fund Classes
8 Fund Types to Use in a Recession
Capital Gains Distribution Definition
How to build your own mutual fund
What Are Market Cap Mutual Funds?
How to Sell Mutual Funds to Your Clients
Mutual Funds: How They Pay Dividends
4 Investment Strategies for Managing a Portfolio of Mutual Funds
Why have mutual funds become so popular?
How do you calculate the cost basis for a mutual fund over a long time period?
How a Mutual Fund's C Shares Differ From A and B Shares
How Often Do Mutual Funds Pay Capital Gains?
How Money Market Funds Got Safer With Rule 2a-7
What Is the Link Between Mutual Funds and Compound Interest?
Managed Payout Funds vs. Annuities: How Do They Compare?
Exchange-Traded Mutual Fund (ETMF)
The right time to change from mutual funds to ETFs
Morningstar: A Premier Mutual Fund Source
Non-Registered Account (Canada): Overview
Mutual Fund Dealer's Association (MFDA)

Mutual Fund Essentials

The key to understanding a mutual fund is knowing what it invests in, who its portfolio managers are, and how the costs of the fund compare to other alternatives, such as ETFs.

Mutual Fund vs. ETF: Similarities and Differences

Closed-End Fund Definition

Distribution Definition

Index Fund Definition

Money Market Fund Definition

Mutual Fund Definition

Net Asset Value – NAV Definition

No-Load Fund Definition

American Funds vs. The Vanguard Group: Understanding the Difference

Mutual Fund Annual Returns - The Good and the Bad

Target-Date Fund Definition

Mutual Funds vs. Hedge Funds: What’s the Difference?

Open-End Fund Definition

Turnover Ratio Definition

How to Buy Mutual Funds Online

Closed-End or Open-End Investments: What's the Difference?

Mutual Funds: Advantages and Disadvantages

Load vs. No-load Mutual Fund: What's the Difference?

Asset Management Company (AMC)

Balanced Fund Definition

Front-End Load Definition

Market Timing Definition

Pooled Funds Definition

Management Fee vs. Expense Ratio: What's the Difference?

Arbitrage Mutual Funds: Benefits and Drawbacks

Annual Turnover shows the rate of holding changes

Morningstar Risk Rating

What is a Mutual Fund's NAV?

Folio Number Definition

Undertakings Collective Investment in Transferable Securities (UCITS)

Business Development Company (BDC)

Investment Fund

The Advantages of Mutual Funds

5 Ways to Measure Mutual Fund Risk

12B-1 Fee

Trading Mutual Funds for Beginners

Understanding Vanguard Mutual Funds vs. Vanguard ETFs

New Fund Offer (NFO)

Do mutual funds invest only in stocks?

Unit Investment Trust (UIT) Definition

Top 5 Mutual Fund Holders of Amazon

When to Sell a Mutual Fund

Market Neutral Definition

An Introduction to Commercial Paper

The ABCs of Mutual Fund Classes

8 Fund Types to Use in a Recession

Capital Gains Distribution Definition

How to build your own mutual fund

What Are Market Cap Mutual Funds?

How to Sell Mutual Funds to Your Clients

Mutual Funds: How They Pay Dividends

4 Investment Strategies for Managing a Portfolio of Mutual Funds

Why have mutual funds become so popular?

How do you calculate the cost basis for a mutual fund over a long time period?

How a Mutual Fund's C Shares Differ From A and B Shares

How Often Do Mutual Funds Pay Capital Gains?

How Money Market Funds Got Safer With Rule 2a-7

What Is the Link Between Mutual Funds and Compound Interest?

Managed Payout Funds vs. Annuities: How Do They Compare?

Exchange-Traded Mutual Fund (ETMF)

The right time to change from mutual funds to ETFs

Morningstar: A Premier Mutual Fund Source

Non-Registered Account (Canada): Overview

Mutual Fund Dealer's Association (MFDA)