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Topic: Mutual fund


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In the News (Tue 24 Nov 09)

  
  Mutual Funds
Mutual fund shares are "redeemable." This means that when mutual fund investors want to sell their fund shares, they sell them back to the fund (or to a broker acting for the fund) at their approximate NAV, minus any fees the fund imposes at that time (such as deferred sales loads or redemption fees).
Mutual funds are subject to SEC registration and regulation, and are subject to numerous requirements imposed for the protection of investors.
Mutual funds are regulated primarily under the Investment Company Act of 1940 and the rules and registration forms adopted under that Act.
www.sec.gov /answers/mutfund.htm   (696 words)

  
 Fool.com: Mutual Funds -- Basics Introduction
Every mutual fund issues a prospectus, which is written in the driest, most confusing, boring, tedious language possible, but which somewhere describes the fund's investment policies and objectives, risks, costs (very important -- that's why we put it in bold), historical performance data, and various other legalese-encrusted tidbits.
Index funds are distinct from actively managed mutual funds in that they do not involve any stock picking by supposedly skilled professionals -- they simply seek to replicate the returns of the specific index.
Definitely, absolutely, without question, mutual funds should be embarrassed by their performance over the past couple of years.
www.fool.com /school/mutualfunds/basics/intro.htm   (1088 words)

  
 Greenjungle - What is a Mutual Fund
Funds that focus on particular industries lack a degree of diversification, and thus are subject to increased risk.
For shares in a mutual fund, the ownership value of each share may be determined by dividing the net assets by the number of shares.
Year-end mutual fund summaries, showing all transactions for the preceding year, should be kept by investors as long as the account is open, for tax calculation purposes, and then for a period of at least three years.
www.greenjungle.com /pub/education/glossary.html   (1607 words)

  
 Mutual fund - Wikipedia, the free encyclopedia
Most mutual funds' investment portfolios are continually adjusted under the supervision of a professional manager, who forecasts the future performance of investments appropriate for the fund and chooses the ones which he or she believes will most closely match the fund's stated investment objective.
Mutual funds are subject to a special set of regulatory, accounting, and tax rules.
Mutual funds are also seen by some to have a conflict of interest with regards to their size.
en.wikipedia.org /wiki/Mutual_fund   (4173 words)

  
 Mutual Fund Basics
A mutual fund is a portfolio, or collection, of individual securities (some combination of stocks, bonds, or money market instruments) managed according to a specific objective spelled out in the fund's prospectus.
Some mutual funds that have only a few stocks in their portfolio or focus solely on particular sectors (i.e., technology or healthcare) are considered non-diversified.
Mutual funds are managed by investment professionals, who have the knowledge and expertise to buy and sell securities that fit the investment objectives of the fund.
www.domini.com /learning-planning/Mutual-Fund-Basics/index.htm   (615 words)

  
 Invest Wisely: Mutual Funds
Mutual funds are not guaranteed or insured by the FDIC or any other government agency — even if you buy through a bank and the fund carries the bank's name.
Mutual fund shares are "redeemable," meaning investors can sell their shares back to the fund (or to a broker acting for the fund).
Mutual funds issue redeemable shares that investors purchase directly from the fund (or through a broker for the fund) instead of purchasing from investors on a secondary market.
www.sec.gov /investor/pubs/inwsmf.htm   (6952 words)

  
 Mutual Fund Tax Guide
Mutual funds provide investors with a way to acquire diversified investment holdings and professional management with a relatively small investment.
The special tax treatment of mutual funds is designed in part to provide their investors with some of the same tax benefits they would have if they directly owned the stocks and bonds that are held by the fund.
Mutual funds that receive interest on federal obligations may be able to pass that along to you as income that's exempt from state income tax, even though it's subject to federal income tax.
www.fairmark.com /mutual/index.htm   (478 words)

  
 Greenjungle - What is a Mutual Fund
We have learned that mutual funds are investment companies, and that they may invest in securities of various kinds, such as stocks and bonds.
They achieved their remarkable success in the market for fund information by providing comprehensive data that was previously difficult to obtain, and they did it in a manner that was timely and made comparisons of funds relatively easy.
Mutual funds, on the other hand, need not be looked at on a daily, weekly or even monthly basis.
www.greenjungle.com /pub/education/edartmutualfund.html   (2535 words)

  
 Frequently Asked Questions - Keyword: Mutual Fund
A mutual fund is a regulated investment company that pools funds of investors allowing them to take advantage of a diversity of investments and professional asset management.
You own shares in the fund, but the fund owns assets such as shares of stock, corporate bonds, government obligations, etc. One of the ways the fund makes money for its investors is to sell these assets at a gain.
If the asset was held by the mutual fund for more than one year, the nature of the income is capital gain, which gets passed on to you.
www.irs.gov /faqs/faq-kw123.html   (864 words)

  
 Rydex Investments :: Essential for Modern Markets   (Site not responding. Last check: 2007-10-21)
The funds are subject to active trading risks that may increase volatility and impact the funds' ability to achieve their investment objectives.
The fund's exposure to the commodities market may subject the fund to greater volatility as commodity-linked derivative investments may be affected by changes in overall market movements, commodity index volatility, changes in interest rates or factors affecting a particular industry or commodity.
The funds are subject to active trading and tracking error risks that may increase volatility and impact the funds’ ability to achieve their investment objective and may decrease the funds’ performance.
www.rydexfunds.com   (2246 words)

  
 The Mutual Fund Store   (Site not responding. Last check: 2007-10-21)
Spitzer alleges that several mutual fund companies allowed certain investors to engage in this practice in direct contrast to the pledges made in their prospectus documents.
As I see it, if a mutual fund company was willing to breach its fiduciary duty in the aforementioned situations, they are likely to do so when presented with another opportunity down the road.
We were not actively purchasing funds from either of these companies prior to the emergence of these allegations, but I would likely consider their funds if I found something that met my core criteria.
www.mutualfundstore.com /resources/hottopics_detail.asp?TopicID=15   (1428 words)

  
 BMO Mutual Funds
Mutual funds come in many varieties that are designed to meet the differing needs of investors.
A fund that may seem too risky on its own may be suitable as a small percentage of your portfolio.
When a fund invests in foreign equities its value is affected by stock market and general economic trends in the countries where the securities are issued.
www.bmo.com /mutualfunds/ec/index.html   (1827 words)

  
 Mutual Fund Scandals - The Boston Globe
For the first time since the mutual fund scandals unfolded, regulators are pressing a new set of people for answers to what went wrong: the trustees.
The SEC named a veteran accounting industry lawyer to be the new chief of its Boston office, a post that has been at the center of the trading scandal engulfing the mutual fund industry.
Mutual funds, big buyers of junk bonds sold by Michael Milken and others, suffered big losses when the junk bond market collapsed.
www.boston.com /business/globe/mutual_fund_scandal   (673 words)

  
 Mutual Funds: Introduction
After all, it's common knowledge that investing in mutual funds is (or at least should be) better than simply letting your cash waste away in a savings account, but, for most people, that's where the understanding of funds ends.
Mutual funds are an excellent idea in theory, but, in reality, they haven't always delivered.
Not all mutual funds are created equal, and investing in mutuals isn't as easy as throwing your money at the first salesperson who solicits your business.
www.investopedia.com /university/mutualfunds   (397 words)

  
 Mutual Fund | Mutual Funds | Fund Action
Financial Foundry, founded by former Warburg Pincus Funds president Gene Podsiadlo, is seeking a joint venture or partnership with a mutual fund firm to develop an investment around Podsiadlo's patented auction process.
The strong performance of closed-end funds this year could be a boon to firms in 2007.
The number of institutions holding exchange-traded funds rose by 27% this year, according to a Morgan Stanley report.
www.fundaction.com   (327 words)

  
 Mutual Fund Basics - Investment Professional Management   (Site not responding. Last check: 2007-10-21)
The number of funds today is more than five times the number in 1985, but even more astounding is that dollars invested in mutual funds today are 15 times the value of mutual funds at the end of 1985.
The increase in the number of mutual funds and the amount of dollars invested in mutual funds have been brought about by changes in retirement planning and changes in corporate America.
As stated above, the securities held in a mutual fund are determined by the investment professional and are based on the objective of the fund.
www.wilmingtontrust.com /articles/lib-Inv-I-A-MutualFundBasics.html   (890 words)

  
 [No title]
Through the Northwestern Mutual Financial Network, your Financial Representative, who is also a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) has access to a wide range of mutual funds.
Because there are thousands of mutual funds available to investors, NMIS focuses on a select group of fund families that offer a broad spectrum of mutual funds.
Your Northwestern Mutual Financial Network Representative, who is also a Registered Representative of NMIS can help you identify your investment goals and objectives and find a fund family that is right for you.
www.nmfn.com /tn/investprods--mutfundprodspg   (274 words)

  
 Mutual Funds Research: Investing - MSN Money
Now's the time to invest because the 2005 Bordeaux harvest is being hailed as a great one.
Try a variety of offshore wine funds or stash some cases in your cellar.
Fund data provided by Morningstar, Inc. © 2006.
moneycentral.msn.com /investor/research/fundwelcome.asp?Funds=1   (50 words)

  
 Investing in Mutual Funds - Best Mutual Funds - ETF Funds
These growth funds have rebounded strongly from the market's midsummer sell-off, riding a recovery in technology stocks.
When choosing mutual funds, expenses, risk, manager tenure and tax-efficiency are qualities that can be judged before you buy.
China funds rally on economic strength and a robust IPO market, but some investors are selling into the momentum.
www.marketwatch.com /pf/fund/default.asp?siteid=mktw   (430 words)

  
 Personal Fund | Home Page
Mutual fund cost calculations have been revised to reflect this year's changes to federal tax laws.
Our new study, Mutual Fund Costs: Risk Without Reward looks at the last ten years of mutual fund returns.
Personal Fund, Inc. is licensing its tools for smarter investing to brokers, banks, advisers, financial portals and others.
www.personalfund.com   (302 words)

  
 Mutual Fund Breakpoint Search Tool   (Site not responding. Last check: 2007-10-21)
Mutual funds that have front-end sales charges may offer discounts for larger investments; the amounts at which these discounts become available are called "breakpoints." In order to research eligibility for a breakpoint discount, NASD has created the Mutual Fund Breakpoint Search Tool.
This tool allows you to look up breakpoint schedules and linkage rules for mutual funds with sales charges to ensure discounts are given where applicable.
In the event you have any questions pertaining to fund specific information displayed through this tool, please contact the relevant fund directly.
tools1.nasd.com /nbst   (935 words)

  
 Mutual Fund Education Alliance -- Home Page
View the list of fund companies who have made year-end distribution announcements.
Buried within the Act's 900 pages are several changes that may have a direct impact on your ability to sock away money for retirement, save for college, or donate IRA assets to charity.
When you change jobs or retire, one of the most important decisions you have to make is what to do with the money you've saved in your employer-sponsored retirement plan.
www.mfea.com   (127 words)

  
 FundAlarm-Updated 1st of Each Month
Our view of the mutual fund industry is slightly off-center.
The mutual fund industry is full of broken promises, arrogance, greed, hypocrisy -- the list goes on.
A 3-ALARM fund is one that has consistently underperformed an appropriate benchmark.
www.fundalarm.com   (825 words)

  
 Investing in Mutual Funds - MAXfunds.com
Like the cockroach, these funds are small, don't seem to serve much purpose, and won't go away: We screened this month's FundAlarm database for all 3-ALARM funds with less than $50 million in assets under management, and we ended up...
U.S. mutual fund assets topped $10 trillion for the first time in October, the industry's trade group said, three years after a trading scandal led to large withdrawals from some money managers....
December typically brings cold weather, warm greetings and some of the least worthwhile "common-sense" fund advice known to investors.
www.maxfunds.com   (296 words)

  
 2006 Mutual Fund Survey -- The Honor Roll - Forbes.com   (Site not responding. Last check: 2007-10-21)
We present our annual Honor Roll of great funds to hold for the long haul--ten exceptional funds that pair impressive long-term performance with the much underappreciated trait of consistency.
Most bond fund managers are restricted to buying one type or maturity.
Top-ranking multi-sector bond fund manager Carl Kaufman shares his investing plays and picks.
www.forbes.com /lists/2006/42/0906funds_Mutual-Fund-Survey_land.html   (276 words)

  
 Mutual Fund
Each mutual fund portfolio is invested to match the objective stated in the prospectus.
It has been shown in study after study that a majority of mutual funds fail to beat the market.
Also, picking mutual funds purely on the basis of past performance usually does not work.
www.investopedia.com /terms/m/mutualfund.asp   (405 words)

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