Aggressive Growth Fund

An Aggressive Growth Fund is a form of Mutual Fund whose main investment objective is to achieve capital gains. These funds are perceived to generate high returns, and are catered to investors who have a high tolerance for risk.

Balanced Fund

Balanced Fund is a type of Mutual Fund whose main objective is to diversify risk by holding a defined percentage of different security types including stocks, bonds, and money market instruments

Closed-End Mutual Fund

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A closed-end fund is a publicly traded investment company that raises a fixed amount of capital through an initial public offering (IPO). The fund is then structured, listed and traded like a stock on a stock exchange.

ETFs vs Mutual Funds

Your goal should be to build and manage a diversified portfolio of stocks and bonds with the lowest possible fees and the greatest possible tax efficiency. ETFs offer seven advantages over index mutual funds: lower cost, greater tax efficiency, better tax management, easier asset allocation, easier portfolio rebalancing, no fraud and you can short ETFs.

Mutual Fund Screener

Mutual Fund screeners are available on countless websites and trading platforms. They allow users to choose trading instruments that are suitable for certain criteria profile.

Mutual Fund Trading FAQ

When trading mutual funds on this system, there are a few differences to keep in mind compared to trading stocks. Trading Tip 1: Quantity = Dollars! Unlike stocks, where you specify the number of shares you want to purchase, with Mutual Funds you specify how many dollar’s worth a mutual fund you want to buy. This means if you want to buy $10,000 worth of … Continue reading Mutual Fund Trading FAQ »

Mutual Funds

Mutual Funds are a way you can buy into a wide range of stocks, bonds, money markets, or other securities all at once. They are professionally managed, so you are basically buying a piece of a larger portfolio. Definition Mutual Funds come in several different “flavors”, but the core concept is always the same: the fund is a pool of money contributed from many different … Continue reading Mutual Funds »

No-Load Mutual Fund

A no-load mutual fund in which shares are sold without a commission or sales fee. The notion for this is that the shares are allocated directly by the investment company, rather than going through a alternate party.

Open End Mutual Funds

An open end mutual fund don’t have limits on the quantity of shares the fund will issue. Provided that demand is requested often, the fund will continue to issue shares no matter the number of investors.

Why Mutual Funds

American investors, covering the past decade, have conclusively come around to mutual funds so they may save towards their retirement as well as other financial targets.