Mutual Fund

Mutual Fund

Parent

Mutual Funds is a legal, multi-class, investment arrangement often formed as a business trust or corporation having different classes of shares. A mutual fund is a collection of stocks, bonds, or other securities operated by money managers, that allocates the fund’s assets and attempts to produce capital gains. Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek, with shares traded continuously. Having less risk than buying individual securities, mutual funds give benefits of professional stock picking and portfolio management due to its diversified investments. The average mutual fund holds hundreds of different securities, which means mutual fund shareholders gain important diversification at a low price.

Entity Types

Fund

Terms

Bond
Security

Mentioned by the Following

Entities

O’Shaughnessy Asset Management
Advisor Perspectives
All Star Charts
Alpha Financial Technologies, LLC.
Aquamarine Capital
Bell Investment Advisors
BlackRock
CFRA Research
Century Management Financial Advisors
Citywire USA
Community Capital Management
DoubleLine
Dreman Value Management
Elazar Advisors
Gotham Funds
Gurtin Municipal Bond Management
Investor's Business Daily
InvestorPlace
Loomis, Sayles & Company
Mackenzie Investments
Madison Avenue Securities
Montag & Caldwell
Ned Davis Research
Pacific Investment Management Company
Pecaut & Company
Pension Partners
RIA Advisors
Research Affiliates, LLC
SL Advisors
Seilern Investment Management
Sitka Pacific Capital Management
T. Rowe Price
Teachers Insurance and Annuity Association
The Vanguard Group
Tweedy Browne Company LLC
Vanguard
Wellington Management
Zulauf Consulting

Entity Types

Business Development Company
Close Ended Investment Management Company
Exchange Traded Fund
Financial Services
Passive Foreign Investment Corporation

Events

GoGo Bull Market
Investment Company Act of 1940
Mortgage Market Collapse
Subprime Mortgage Crisis

Industries

Financials

People

Adam Cohen
Alejandro Reyes
Alex Bryan
Ami Joseph
Andy Clarke
Ben Davies
Bill Miller
Bob Johnson
Bob Powell
Bob Pozen
Bret Jensen
Brian Portnoy
Cathie Wood
Chad Cascarilla
Chaim Siegel
Charles Brandes
Chris Cole
Chris Pavese
Colleen Jaconetti
Constance Hunter
Cullen Roche
Dan Bortolotti
Dan Morehead
Dan Passarelli
Dan Russo
Dana Anspach
Daniel Lacalle
Daren Riley
David Brief
David Harrell
David Kabiller
David McKnight
Dick Dickson
Ed Yardeni
Edward Herman
Edwin Elton
Erik Conley
Felix Zulauf
Fischer Black
Francis Hunt
Gareth Murphy
Gerald Jensen
Howard Schilit
James Clunie
Jawad Mian
Jay Pelosky
Jeff Leventhal
Jeff Rose
Jeffrey Kleintop
Jim Blankenship
Jim O'Shaughnessy
John Bonnanzio
John Buckingham
John Reese
John Stephenson
Jonathan DeYoe
Jonathan Satovsky
Joseph Sheeley
Keith Dicker
Kelley Wright
Ken Monahan
Kerr Neilson
Kevin Myeroff
Kirk Spano
Komal Sri-Kumar
Konstantin Boehmer
Larry Swedroe
Lee Freeman-Shor
Liz Ann Sonders
Louis Navellier
Luke Ellis
Luke Gromen
Mark Anson
Mark Mirsberger
Mark Mobius
Mark Shenkman
Marshall Auerback
Martin Gruber
Marty Fridson
Matt Rowe
Matt Tucker
Maziar Minovi
Michael Covel
Michael Kahn
Michael Kantrowitz
Michael Kramer
Mike Heroux
Mike Oliver
Milton Berg
Neal Frankle
Neil Azous
Nick Reece
Patrick Watson
Paul Mampilly
Peter Seilern
Pippa Malmgren
Ray Uy
Roger Montgomery
Roger Wohlner
Roji Abraham
Ron Carson
Russel Kinnel
Scott Van Den Berg
Simon Ree
Stephen Brown
Stephen Perry
Steve Hanke
Steve Johnson
Steven Bleiberg
Tad Rivelle
Taylor Larimore
Ted Jenkin
Ted Siedle
Tim Price
Tim Sykes
Tobias Carlisle
Tom Tobin
Travis Wilkerson
Udayan Mitra
Vicki Bryan
Vikram Mansharamani
Vincent Catalano
Vincent Deluard
Wally Obermeyer
Whitney Tilson

Positions

24 Essential Lessons for Investment Success
All About Bonds, Bond Mutual Funds, and Bond ETFs
Beating the Street
Bogle On Mutual Funds
Breaking the Black Box
Can I Retire?
Canadian Couch Potato
Common Sense Investing
Common Sense on Mutual Funds
Common Stocks as Long Term Investments
Corporate Bond Investor
Enough
Exchange-Traded Funds For Dummies
Fidelity Monitor & Insight
Financial Institutions, Investments, and Management
Financial Intelligence Report
Getting Started in Chart Patterns
Gold, Silver and Rare Coins
How to Make Money in Stocks
Invest and Beat the Pros
Investing
Investing For Dummies
Investing Made Simple
Investing QuickStart Guide
Investing in Bonds FD
Investing in Junk Bonds
Marketimer
Morningstar FundInvestor
Morningstar Funds 500
Mutual Funds for Dummies
One Hour Investor
Online Investing For Dummies
Passport to Profits
Perspectives on Equity Indexing
RIA Pro
Seeking Alpha
Stay the Course
Stocks on the Move
Straight Talk About Bonds and Bond Funds
Study for the Securities Industry Essentials (SIE) Exam
The Chartist Mutual Fund Letter
The Clash of the Cultures
The Complete Guide to Investing in Short Term Trading
The Death of the Banker
The Four Pillars of Investing
The Fund Industry
The Handbook of Financial Instruments
The Little Book of Common Sense Investing
The Little Book of Money
The Motley Fool Investment Guide for Teens
The Motley Fool Investment Workbook
The New Scrooge Investing
The Only Guide to Alternative Investments You'll Ever Need
The Only Guide to a Winning Investment Strategy You'll Ever Need
The Origins of Value
The Pocket Idiot's Guide to Investing in Mutual Funds
The Small Investor
The Wall Street Journal Guide to Understanding Money and Investing
Visual Guide to Financial Markets
Wall Street’s Best Investments
Why Smart People Lose A Fortune

Publication Types

Absolute Return
Dividend Compounding
Global Macro Strategy
Growth Vs Value

Strategies

Dividend
Financial Asset
Individual Stock
Investment Portfolio
Mutual Fund Complex
Reinvestment
Stock Pick

Adam Cohen

Alejandro Reyes

Alex Bryan

Ami Joseph

Andy Clarke

Ben Davies

Bill Miller

Bob Johnson

Bob Powell

Bob Pozen

Bret Jensen

Brian Portnoy

Cathie Wood

Chad Cascarilla

Chaim Siegel

Charles Brandes

Chris Cole

Chris Pavese

Colleen Jaconetti

Constance Hunter

Cullen Roche

Dan Bortolotti

Dan Morehead

Dan Passarelli

Dan Russo

Dana Anspach

Daniel Lacalle

Daren Riley

David Brief

David Harrell

David Kabiller

David McKnight

Dick Dickson

Ed Yardeni

Edward Herman

Edwin Elton

Erik Conley

Felix Zulauf

Fischer Black

Francis Hunt

Gareth Murphy

Gerald Jensen

Howard Schilit

James Clunie

Jawad Mian

Jay Pelosky

Jeff Leventhal

Jeff Rose

Jeffrey Kleintop

Jim Blankenship

Jim O'Shaughnessy

John Bonnanzio

John Buckingham

John Reese

John Stephenson

Jonathan DeYoe

Jonathan Satovsky

Joseph Sheeley

Keith Dicker

Kelley Wright

Ken Monahan

Kerr Neilson

Kevin Myeroff

Kirk Spano

Komal Sri-Kumar

Konstantin Boehmer

Larry Swedroe

Lee Freeman-Shor

Liz Ann Sonders

Louis Navellier

Luke Ellis

Luke Gromen

Mark Anson

Mark Mirsberger

Mark Mobius

Mark Shenkman

Marshall Auerback

Martin Gruber

Marty Fridson

Matt Rowe

Matt Tucker

Maziar Minovi

Michael Covel

Michael Kahn

Michael Kantrowitz

Michael Kramer

Mike Heroux

Mike Oliver

Milton Berg

Neal Frankle

Neil Azous

Nick Reece

Patrick Watson

Paul Mampilly

Peter Seilern

Pippa Malmgren

Ray Uy

Roger Montgomery

Roger Wohlner

Roji Abraham

Ron Carson

Russel Kinnel

Scott Van Den Berg

Simon Ree

Stephen Brown

Stephen Perry

Steve Hanke

Steve Johnson

Steven Bleiberg

Tad Rivelle

Taylor Larimore

Ted Jenkin

Ted Siedle

Tim Price

Tim Sykes

Tobias Carlisle

Tom Tobin

Travis Wilkerson

Udayan Mitra

Vicki Bryan

Vikram Mansharamani

Vincent Catalano

Vincent Deluard

Wally Obermeyer

Whitney Tilson