PPT-Comparing Mutual Funds Researching Funds

The underlying principle of US securities regulation is disclosure The primary disclosure document issued by a fund is the summary prospectus A fund also prepares a prospectus and a statement . MEANING OF MUTUAL FUNDS :-.    A Mutual Fund is a financial intermediary that pools the savings of investors for collective investments in a diversified portfolio of securities. According to SEBI (Mutual Funds) Regulations, 1996, a mutual fund is “a fund established in the form of a trust to raise money through the sale' of units to the public or a section of the public under one or more schemes for investing in securities including money market instruments. CA. Ashish Modani. Certified Financial Planner. Why I am saying so…. They are subject to market risk which are . Political Risk. Geographical Risk. Business Cycle Risk. FIIs Risk. They don’t offer guarantee like you get in PPF, FDs etc.. Mr. Sullivan. Building Wealth. What is a Mutual Fund?. Mutual Funds offer an alternative to investing in individual stocks.. What is a Mutual Fund?. A mutual fund is a collection of shareholders’ money that is invested by professional fund managers in an assortment of different securities, such as stocks or bonds.. Ashley Smith, Anissa Patterson, Alyssia Fernandez, Dacota Holder, Dakota Webb, Jonathan Brooks, and Thomas Melton. Background on Mutual Funds. Stock Mutual Funds: Sell shares to individuals and invest the proceeds in stocks.. 2. What We Will Cover. What is a Mutual Fund?. Advantages and Disadvantage of Mutual Funds. Costs of Mutual Funds. Types of Mutual Funds. ETFs. Buying a Mutual Fund. 3. What is a Mutual Fund?. Investors pool their money. Ashley Smith, Anissa Patterson, Alyssia Fernandez, Dacota Holder, Dakota Webb, Jonathan Brooks, and Thomas Melton. Background on Mutual Funds. Stock Mutual Funds: Sell shares to individuals and invest the proceeds in stocks.. 2. What We Will Cover. What is a Mutual Fund?. Advantages and Disadvantage of Mutual Funds. Costs of Mutual Funds. Types of Mutual Funds. ETFs. Buying a Mutual Fund. 3. What is a Mutual Fund?. Investors pool their money. Open-End. Closed-End. (. Stock trades on secondary market; Net asset value (NAV) is determined daily, but market price determined by supply and demand). - ETFs (Exchange Traded Funds). Cafemutual. Conference - 2016. Mumbai June 7, 2016. Siddharth Shah. Khaitan & Co. History of Mutual Funds . The . first . modern mutual. , or open-end, fund was . the . Massachusetts Investors Trust . Mutual Funds. What is a Mutual Fund?. Professionally managed group of investments bought using a pool of money from many investors. What factor is the driving force behind the type of investments purchased for a mutual fund?. Mutual Funds. Review. Breakdown of Funds. Family of Funds. Share Classes. Fees & Expenses. Top 10 Mutual Funds. Mutual Fund Scenario. Questions. MUTUAL FUNDS. Portfolios of securities, mainly stocks, bonds and money market instruments. Under U.S. law, to sell a security to public:. Register with the SEC. Disclose material information about the investments (Prospectus). Report periodically. Why does it matter?. Transparency (inner operations). (& . O. ther Long . Term . Goals). Financial Planning for . Women, May 2012. Dr. Jean . Lown. , FCHD Dept., USU. Advanced . Family . Finance Students:. Erica Abbott. Brittani Bushman. Sharee. Hepworth. I. What is a Mutual Fund. ?. A. A mutual fund is a collection of stocks (or bonds) rather than an individual stock or bond.. . 1. . Example: If you spent $100 on stock in . Ford Motor . Company, than you would have .