An asset management company is a company that invests the money of clients in securities that match the stated investment objectives. The AMC may also provide other services such as financial planning and investment advice. The company is responsible for the day-to-day management of the fund’s portfolio and for making sure that the fund meets … Read more
A pooled income fund is a type of mutual fund that is managed by a professional investment manager. The fund pool the resources of its investors and invests them in a variety of securities, including stocks, bonds, and other investments. The fund’s income is then distributed to the investors based on their share of the … Read more
Money Market Funds: An Overview Do money market mutual funds pay interest or dividends? Money market mutual funds pay dividends, which are distributions of the fund’s earnings. The dividends are typically paid out on a quarterly basis, but some money market mutual funds pay dividends monthly or even daily. How do mutual funds work? A … Read more
SEC Form N-1A is a filing that must be made by all mutual funds in order to register with the Securities and Exchange Commission (SEC). The form provides information about the fund’s investment objectives, strategies, and risks. It also includes information about the fund’s fees and expenses. What is a mutual fund registration statement? A … Read more
A life-cycle fund is a type of mutual fund that aims to provide investors with a diversified portfolio that is appropriate for a specific stage in their life. The fund’s asset allocation is typically rebalanced over time to become more conservative as the investor approaches retirement. A life-cycle fund is a type of mutual fund … Read more
A sales charge is a commission that is charged by a broker or other salesperson when selling certain securities, such as mutual funds. The sales charge may be a flat fee or a percentage of the purchase price. What are four types of fees that may appear on your mutual fund statement? Sales charges: A … Read more
A master fund is a type of investment fund that pools together the assets of multiple investors and invests them in a range of underlying investments. The assets of each investor are held in a separate sub-fund, which allows the fund manager to tailor the investment mix to the individual investor’s needs. The main advantage … Read more
Warren Buffett is one of the most successful investors of all time. He has a long-term track record of outperforming the market, and he is widely respected for his investing wisdom. One of the things that makes Buffett so successful is his focus on value investing. Value investing is a strategy that involves finding companies … Read more
A Y-share is a mutual fund that is only available to investors who work with a broker who is affiliated with the fund’s sponsor. The fund’s sponsor is typically a large investment firm, such as a bank or insurance company. Y-shares typically have higher fees than other types of mutual funds, but they also tend … Read more
A “Master Trust” is a type of mutual fund which is created and managed by a financial institution. The fund holds a variety of assets, including stocks, bonds, and cash, and is designed to provide investors with a way to diversify their portfolios. The assets in a Master Trust are typically divided into a number … Read more
