Mutual Funds
- Mutual Funds — A complete, but concise, tutorial about mutual funds in a one-page format with sidebars, illustrations, formulas, examples, and clear definitions of basic terms.
- Mutual Fund Companies
- Investment Adviser
- Board of Directors
- Custodian
- Types of Investment Companies
- Management Companies
- Open-End Mutual Funds
- Closed-End Mutual Funds
- Exchange Traded Funds (ETF)
- Evaluating a Mutual Fund
- Prospectus
- Statement of Additional Information (SAI)
- Fees
- No Load Mutual Fund Fees
- Classes of Mutual Fund Shares
- Expense Ratio
- Measuring Mutual Fund Performance
- Investing in a Mutual Fund
- Buying Mutual Fund Shares
- Profiting from a Mutual Fund
- Regulation of Mutual Fund Companies
- What to Consider When Buying Mutual Fund Shares
- No-Load Funds may have Fees for Purchasing or Selling Shares
- Lower Fees and Expenses Increases Total Returns and Yields; Higher Expenses Lowers Returns
- Beware of Closet Indexers
- Mutual Fund Companies
- The Mutual Fund Prospectus
- Statement of Additional Information (SAI)
- New Format for Prospectuses: the Summary Prospectus and the Statutory Prospectus
- A Mutual Fund's Past Performance is no Indication of its Future Performance
- Mutual Fund Fees and Expenses
- Shareholder Fees
- 12b-1 Fees (Shareholder Service Fees)
- Sales Load
- Classes of Mutual Fund Shares
- Sales Load
- Breakpoints
- Letter of Intent
- Rights of Accumulation
- No Load Mutual Fund Fees
- Purchase Fee
- Redemption Fee
- Exchange Fee
- Account Fee
- Annual Fund Operating Expenses
- Management Fees
- Distribution Fees
- Other Expenses
- Total Annual Fund Operating Expenses — Expense Ratio
- Open-End Mutual Funds: Purchases, Reinvestments, Redemptions, and Taxes
- Buying Shares
- Reinvestment Privilege
- Redemption of Shares
- Systematic Withdrawal Plan
- Mutual Fund Returns
- Taxes
- After-Tax Returns
- Types of Mutual Funds - An overview of the different types of mutual funds; Money Market Mutual Funds; Bond Funds; Stock Funds; International Funds; Global Funds; Overseas Funds; Regional Funds; Country Funds; Special Funds; Index Funds, Tax-Free Funds, Sector Funds, Green Funds; Asset Allocation Funds; Target-Date Funds; Quant Funds; Absolute-Return Funds; Earnings-Momentum Funds; Qualified Dividend-Paying Stock Funds.
- Closed-End Mutual Funds
- Exchange-Traded Funds (ETFs), Including Open-End Funds, Unit Investment Trusts, and Exchange-Traded Grantor Trusts