Mutual Funds Articles from FINANCIOLOGY.COM Free Article Directory

Search our Site:

A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities.^[1] The mutual fund will have a fund manager that trades the pooled money on a regular basis. Currently, the worldwide value of all mutual funds totals more than $26 trillion. ^[2]

Since 1940, there have been three basic types of investment companies in the United States open-end funds, also known in the US as mutual funds; unit investment trusts (UITs); and closed-end funds. Similar funds also operate in Canada. However, in the rest of the world, mutual fund is used as a generic term for various types of collective investment vehicles, such as unit trusts, open-ended investment companies (OEICs), unitized insurance funds, and undertakings for collective investments in transferable securities (UCITS).

Massachusetts Investors Trust (now MFS Investment Management) was founded on March 21, 1924, and, after one year, it had 200 shareholders and $392,000 in assets. The entire industry, which included a few closed-end funds represented less than $10 million in 1924.

The stock market crash of 1929 hindered the growth of mutual funds. In response to the stock market crash, Congress passed the Securities Act of 1933 and the Securities Exchange Act of 1934. These laws require that a fund be registered with the Securities and Exchange Commission (SEC) and provide prospective investors with a prospectus that contains required disclosures about the fund, the securities themselves, and fund manager. The SEC helped draft the Investment Company Act of 1940, which sets forth the guidelines with which all SEC-registered funds today must comply.

Mutual Funds Subcategories Mutual Funds > > Mutual Funds Articles Stock Market Meltdown - Watching Rome Burn by Steve Selengut Sep 24, 2008 Both presidential candidates want to crucify SEC Chairman Cox for failing to control our creative financial institutions. But rumor has it that Congress specifically excluded the devilish derivatives from SEC purview. Let's fire the right bunch of "p... Mutual Funds Lingo by Jean Eagloy Mar 14, 2008 Mutual funds lingo does not refer to Lingo, New Mexico. It is, of course, the special vocabulary that is used in the securities industry. At first it can be very confusing and many times you are just plain stumped with what the heck these strange t... Be a Smart Mutual Fund Investor by Frank Jordan Feb 18, 2008 How to Be a Smart Investor in Mutual Funds Do you have a strategy when it comes to investing in mutual funds or maybe it turned out as you expected? There's a right way and a wrong way to invest in mutual funds. If you think you can just... Retirement planning: Plan your retirement for income through mutual fund investment. by dipendra nathawat Feb 06, 2008 Most of the people I have met have not planned for their retirement as they say ‘future is unpredictable and we need to live in present’ but my dear friend’s future is the outcome of present, our present will decide our future. When we think of retir... How to Choose the right investment advisor? - Few important tips for you.... by dipendra nathawat Feb 06, 2008 Usually people don’t choose financial advisors; they simply get in touch with them. Many a times in some private banks you will find a super consultant or super advisors who will sell you everything like insurance, credit card, and even mutual funds.... Wealth Creation is the outcome of a simple step towards systematic investment by dipendra nathawat Feb 06, 2008 Wealth creation out of capital market can be very tough and time consuming task. The people who earn through capital markets have to give too much of time to understand its every aspect. But with mutual funds, investing in capital market has become a... Ways to earn good profit out of mutual fund. It is more of commonsense than an art or science. by dipendra nathawat Feb 06, 2008 Mutual funds are the vehicle that help normal individuals to invest together in equity and debt market without taking too much of risk. The mutual funds are created with predetermined investment objectives, to suit different kind of investors. More o... Tax Plan for tax payers. Be informed, use tax saving mutual funds. by dipendra nathawat Feb 06, 2008 Tax planning has changed radically over a period of time. Since its time for filling income tax returns for 2007-2008 as the end date (31st march’ 08) is approaching. As a tax payer you need to understand the best way through which you can make use o... Calculating Your Investment IQ by Steve Selengut Jan 22, 2008 Stocks, bonds, index funds; averages, recessions, market rallies and corrections; mutual funds, technical analysis, financial statements; commissions, taxes, and discount brokers. Just how much do you know about investing, or perhaps a better questio... ETFs vs. Mutual Funds: Miscalculate This And Your Porfolio Will Bleed Profusely by Randall Berry Jan 03, 2008 rnbccp@gmail.com. Best regards Randall Berry http://YourLastBusinessEver.com ETFs vs. Mutual Funds: Miscalculate This And Your Porfolio Will Bleed Profusely If you crawl the internet, as I often do, looking for ways to accelerat...