Mutual Funds
Are Mutual Fund Performance Numbers Reported Net of Fees?
When investing in mutual funds, one of the most important factors that investors consider is the fund’s performance. However, it is essential to understand that mutual fund performance numbers are reported net of fees. This means that the reported returns are after deducting the management fees and other expenses incurred by the fund. Mutual fund […]
Closed-End vs. Open-End Investments: What’s the Difference?
When it comes to investing in mutual funds, there are two main types to consider: closed-end and open-end investments. While both types of funds pool together money from multiple investors to purchase a variety of securities, there are key differences in the way they operate. In this article, we’ll explore the difference between closed-end and […]
Class C Shares Definition and Pros & Cons of Investing in Them
Class C shares are a type of mutual fund share class that is becoming increasingly popular among investors. In this article, we will discuss what Class C shares are, their advantages and disadvantages, and how they compare to other share classes. What Are Class C Shares? Class C shares are a type of mutual fund […]
What Is an Open-Ended Investment Company (OEIC)? How They Work
An open-ended investment company (OEIC) is a type of investment fund that pools money from individual investors to buy a diversified portfolio of securities, such as stocks, bonds, and other assets. In this article, we will explore what an OEIC is, how it works, and the key benefits and drawbacks of investing in one. What […]
Mutual Fund NAV: What It Is and the Formula to Calculate It
If you are considering investing in a mutual fund, you may have come across the term “NAV” or “net asset value”. NAV is an important metric for investors in mutual funds, as it provides insight into the fund’s performance and overall value. In this article, we will discuss what mutual fund NAV is, how it […]
The Basics of Determining Taxes on Mutual Funds
When investing in mutual funds, it is important to understand the basics of how taxes are determined on your investments. Mutual funds are a popular investment choice because they offer diversification and professional management, but they can also come with tax implications. In this article, we will discuss the basics of determining taxes on mutual […]
Commingled Fund: Definition, Purpose, How They Work, and Example
Commingled funds are a type of investment vehicle that pools money from multiple investors to invest in various financial instruments such as stocks, bonds, and other securities. These funds are also known as collective investment funds or common trust funds, and are typically managed by a financial institution or a trust company. In this article, […]
Abnormal Return: Definition, Causes, Example
Abnormal return is a term used in finance to describe the difference between the actual return of an investment and the expected return. The expected return is calculated based on the historical data of the investment, the current market conditions, and the performance of the broader market. If the actual return is higher than the […]
5 ETFs With Exposure to Amazon (FDIS, XLY, VCR, RTH, FDN)
Amazon is one of the most valuable companies in the world, with a market capitalization of over $1.5 trillion as of February 2023. As an e-commerce giant, Amazon has revolutionized the way people shop and has become an essential component of many people’s lives. As a result, it is no surprise that many investors are […]
How a Closed-End Fund Works and Differs From an Open-End Fund
Investing in mutual funds is a popular way for individuals to diversify their portfolio, gain exposure to different markets and assets, and achieve their financial goals. When it comes to mutual funds, two common types are open-end funds and closed-end funds. While both types of funds have similarities, they operate differently in many aspects, and […]
