mutual fund

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mutual fund

A family reviews a mutual fund statement together at the kitchen table.

Definition
  1. Noun:
    • A type of investment company that pools money from many shareholders and invests it in a portfolio of assets such as stocks, bonds, or other securities. Each shareholder owns a portion of the fund, represented by shares, and participates proportionally in the gains or losses of the fund's total portfolio.
Usage
  • As a subject: A mutual fund provides diversification for individual investors.
  • As an object: She decided to invest in a mutual fund focused on technology stocks.
  • With modifiers: The low-cost mutual fund has performed well over the last decade. He reviewed the mutual fund's prospectus before buying shares.
Examples
  • For retirement savings, many people choose a mutual fund that tracks a broad market index.
  • The value of your investment in a mutual fund will fluctuate with the market.
  • Management fees are an important factor to consider when selecting a mutual fund.
Advanced Usage
  • "to be invested in a mutual fund": to have one's money placed within such a fund.
    • A significant portion of his portfolio is invested in a conservative mutual fund.
  • "to redeem shares of a mutual fund": to sell one's shares back to the fund company.
    • You can usually redeem shares of a mutual fund at the end of the trading day.
Variants and Related Words
  • Fund family (n): A group of mutual funds managed by the same investment company.
    • The investment company offers dozens of funds within its fund family.
  • Net Asset Value (NAV) (n): The per-share value of a mutual fund, calculated daily based on the total value of the fund's assets minus its liabilities.
    • The mutual fund's NAV is published at the close of each trading day.
  • Exchange-Traded Fund (ETF) (n): A similar pooled investment that trades on a stock exchange like a single stock, often with lower fees. (This is a distinct, related product).
Synonyms
  • Investment fund: A general term for any pooled investment vehicle.
  • Managed fund: Emphasizes the active management of the portfolio (though some mutual funds are passively managed).
Related Phrases
  • Load fund: A mutual fund that charges a sales commission or fee.
    • A financial advisor might recommend a load fund, for which they receive a commission.
  • No-load fund: A mutual fund that does not charge a sales commission.
    • Many investors prefer no-load funds to avoid upfront sales charges.
mutual fund

A family reviews a mutual fund statement together at the kitchen table.

Noun
  1. a regulated investment company with a pool of assets that regularly sells and redeems its shares
  2. the pooled money that is invested in assets

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