MUTUAL FUNDS

Page Title

Home / MUTUAL FUNDS

Mutual Funds

Mutual funds pool money from numerous investors to create a diversified portfolio of investments, which can include stocks, bonds, or other securities. These funds are managed by professional fund managers who make decisions on behalf of the investors regarding which securities to buy, hold, or sell within the fund.

The fund manager's expertise and strategy play a crucial role in achieving the fund's investment objectives, which are typically outlined in the fund's prospectus. This document provides essential information about the fund's investment strategy, risk profile, fees, and historical performance, enabling investors to make informed decisions based on their financial goals and risk tolerance.

Link Name

Mutual Fund Investment Philosophy

Open ended funds

An open-end fund is a diversified portfolio of pooled investor money that can issue an unlimited number of shares. The fund sponsor sells shares directly to investors and redeems them as well.

Close Ended funds

A closed-end fund (CEF) or closed-ended fund is a collective investment model based on issuing a fixed number of shares which are not redeemable from the fund.

Equity funds

An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds.

Debt funds

A bond fund or debt fund is a fund that invests in bonds or other debt securities. Bond funds can be contrasted with stock funds and money funds.

Hybrid funds

Hybrid funds are mutual funds or exchange-traded funds (ETFs) that invest in more than one type of investment security, such as stocks and bonds.

Income funds

Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend paying investments.

Real asset funds

Real assets are physical assets that have an intrinsic worth due to their substance and properties. Real assets include precious metals, commodities, real estate, land, equipment, and natural resources.

Sector Funds

A sector fund is a fund that invests solely in businesses that operate in a particular industry or sector of the economy. Sector funds are commonly structured as mutual funds or exchange-traded funds