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Mutual Fund Investing Articles

Mutual Fund Investing image If you're contemplating investment in mutual funds, you'll want to arm yourself with some basic information. A tour through this classroom gives you all the tools you need to get started.


Mutual Funds by Design (What Is a Mutual Fund?)

A mutual fund is an investment company that pools investors' money to invest in securities. An open-end mutual fund continuously issues new shares when investors want to invest in the fund... Read more »

Grappling With Fund Risk

Risk tolerance refers to the level of volatility of an investment that an investor finds acceptable. The anticipated holding period of an investment is important because it should affect the investor's risk tolerance. Read more »

Fund Statements: What to Look For

One of the advantages of mutual fund investing is the wealth of information that mutual funds provide to fund investors and prospective investors. Read more »

Fund Mechanics: Investing & Redeeming

A variety of useful shareholder options exist for investing and withdrawing money, both on an individual transaction and a systematic basis. Read more »

What You Need to Know: The Nine Essential Fund Facts

The mutual fund prospectus is essential reading for any prospective investor. However, this document is often written by the fund's legal department—with disclosure requirements in mind rather than the provision of understandable investment information. When you are comparing several funds, how can you hone in on the salient features of each? Read more »

Researching Funds Through the Internet

The Internet was built for speed, whether accessing or updating information. That makes it tailor-made for mutual fund investors. Read more »

Tips When Looking at Funds

In mutual fund investing there are no immutable laws to guide us, as we have in physics. But the collective experience of fund investors can be distilled into a few general rules. Read more »

Getting to Know a Fund's Manager: Questions to Ask

If you are investing in an actively managed fund, you need to judge whether the plan makes sense. Unfortunately, the least visible aspect of a mutual fund is the person responsible for making the decisions. Although the SEC requires disclosure of a considerable amount of important material in a mutual fund's prospectus, informative discussions of a fund investment manager's approach are often lacking. Read more »

Breaking a Tie Between Funds

With thousands of mutual funds to choose from, how do you narrow the field? Knowing the right questions to ask, and where to find the answers, will allow you to focus on the funds that are right for you. Read more »