Welcome to the Mutual Fund Bullet Tour

The Bullet Tour is a bulletized summary of the content of this site that is designed to provide a quick overview of the content. Links to the relevant content have been provided to make it easy for you to access and read the detailed content whenever you like. You can also use 'Site Search' to find related detailed content.

Use the 'Glossary' button on the menu to look up terms that you are not familiar with.

You can take the tour from beginning to end by clicking the 'Next' button at the bottom of each page or you can jump to individual topics using the following table of contents.

1. Introduction to Mutual Funds
2. The Benefits of Investing in Mutual Funds
3. Mutual Fund Valuation - Net Asset Value
4. The Mutual Fund Prospectus
5. No Load Mutual Funds vs Load Mutual Funds
6. Mutual Funds vs Individual Securities
7. How Mutual Funds are Bought and Sold
8. Exchange Traded Funds (ETFs)
9. Types of Mutual Funds
10. Mutual Fund Categorization
11. Investing Basics
12. Compound Return
13. Mean Return
14. Standard Deviation of Returns
15. Correlation of Returns
16. Beta (Market Risk)
17. Diversification & Asset Allocation
18. Key Statistics for Comparing Mutual Funds
19. Constructing and Maintaining a Mutual Fund Portfolio