PPT-Mutual Funds Financial Literacy

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. Cash investments in Mutual Funds 1 SEBI vide circular no CIRIMDDF212012 dated September 13 2012 had permitted cash transaction in mutual funds to the extent of 20000 per investor per mutual fund per financial year 2 In partial modification to para I 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.. The fundamental flaw in most mutual funds, . Hebner. says, is that even well-educated portfolio managers with huge research budgets can't pick winners consistently enough to beat the market over time. Yes, by the luck of the draw, about a third of mutual funds will beat the indices each year. But last year's winners are often this year's losers. When you look at long-term performance, only a handful of funds beat the indices. And there's no tried-and-true way of picking these funds in advance.. Presented to FIRMA By R. James Hrabak, CFA. March 28, 2012. About the Presenter. R. James “Jim” Hrabak is Chief Investment Officer for MB Financial Bank’s Asset Management & Trust Group, where he is responsible for over $3 billion in assets under administration and nearly $1.8 billion in assets under management. His team of three Portfolio Managers and five Securities Analysts specialize in asset allocation, portfolio construction, and security selection for individual and institutional clients.. 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.. 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.. The . underlying principle of U.S. 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 . 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). U.S. Households. What sells mutual funds?. Past performance. Past performance is no guarantee of future results.. The strategy of buying funds with exceptional past performance is rarely successful.. 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?. Personal Financial Planning For Physicians Basics to Financial Wellness Michael Weis Chief Financial Officer American College of Physicians 56 % of physicians admit to making investment mistakes, such as real estate, stock investment, or . Mehrdad. . Farahabadi. May 2012. Structure of Financial Markets in Iran. Capital Market. Financial Market. Structure of Financial Markets in Iran. Money Market. Department of Supervision on Financial Institutions .