Mutual Funds
Access diversified portfolios managed by professional fund managers. Learn about different types of mutual funds, their benefits, and how they can help you achieve your investment goals.
Use Investment CalculatorWhat are Mutual Funds?
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers.
Key Benefits
- Professional Management- Expert portfolio management and research 
- Diversification- Spread risk across multiple investments 
- Accessibility- Start investing with relatively small amounts 
By Asset Class
- Equity Funds- Invest primarily in stocks 
- Fixed Income Funds- Invest primarily in bonds 
- Balanced Funds- Mix of stocks and bonds 
By Investment Style
- Index Funds- Track specific market indices 
- Actively Managed- Fund managers actively select investments 
Cost Factors
- Expense Ratio- Annual fee for fund management 
- Load Fees- Sales charges when buying or selling 
Performance Metrics
- Historical Returns- Past performance analysis 
- Risk Metrics- Volatility and risk-adjusted returns 
Risk Level
Time Horizon
Medium to Long-term
Minimum Investment
Typically $1,000-$3,000
