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Mutual Funds

What is a Mutual Fund?

It used to be that only wealthy people had the resources to hire their own personal money managers or to purchase large portfolios of stocks and bonds. Today, thanks to the popularity of mutual funds, practically anyone can benefit from a wide range of professionally managed investments. When you invest in a mutual fund, your...

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Mutual Fund Categories

Mutual Fund Categories Aggressive Growth and Small-Cap Funds Growth Funds Growth and Income Funds Balanced Funds Sector Funds Bond Funds Money Market Funds Global and International Funds With more than 7,000 mutual funds available today, selecting the ones to include in your portfolio is a tricky business. Overwhelmed by the sheer number of funds, new...

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The Case for Bond Funds

Bonds can diversify investments, produce steady income and are generally less volatile than stocks. Bond mutual funds, which pool many bonds into a single portfolio, offer these advantages…and more. Jump directly to a section:   Select a Section… Advantages of Bond Funds A Word About Income Like Any Mutual Fund Advantages of Bond Funds Low minimum...

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Comparing Performance

Use the following common analysis techniques to compare performance of mutual funds and narrow your portfolio choices from among the nearly 7,800 funds available. Jump directly to a section:   Select a Section… Compare Apples to Apples Analyze Fund Returns Put Performance in Perspective Transaction Costs Compare Apples to Apples Compare funds with similar investment styles....

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