Understanding Mutual Funds
Understanding Mutual Funds
 
Modern mutual funds were first created in the 1920s. Today, more than 40% of U.S. households own mutual funds.

This guide will help you:
  • Learn how mutual funds work.
  • Recognize different mutual fund styles.
  • Understand the costs associated with mutual fund investing.
  • Use mutual funds in your investment plan.
Taking note
 
Understanding Mutual Funds
How Mutual Funds Work
Why Invest in Mutual Funds?
Added Benefits
Words to Know
Active vs. Passive Management
Equity Funds
Fixed-Income Funds
Specialized Funds
Investing Across Borders
Money Market Funds
Comparing Funds
Mutual Fund Expenses
Sales and Marketing Charges
How to Compare Costs
Choosing a Mutual Fund
What Are Your Goals?
Your Investment Plan
Comparison Shop
An Advisor Can Help You