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Introduction to Mutual Funds

Mutual Fund Bullet Tour Page 1

Mutual funds are the best way for individual investors to invest at home and abroad in:

  • Stocks
  • Bonds
  • Real Estate
  • Precious Metals
  • Commodities
  • Cash

These asset classes can be subdivided by:

  • Market Capitalization
  • Industry/Sector
  • Investing Style
  • Geography

See Types of Mutual Funds for a list in outline format with links to descriptions of each type of fund. Then click "Bullet Tour" on the menu bar to return to this tour.

Mutual funds are:

  • investment companies that
  • own large, diversified portfolios of securities (mainly stocks, bonds and derivatives)
  • selected by skilled securities analysts (with the exception of index mutual funds)
  • purchased with money raised by selling shares of the mutual funds to investors
  • and managed by highly qualified investment professionals.

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