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. 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.. 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 . 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.. 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 . 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.. 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. 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. 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 . 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 .