A management investment company is a type of mutual fund that is regulated by the Securities and Exchange Commission (SEC). Management investment companies are also known as registered investment companies (RICs). Management investment companies must register with the SEC and file periodic reports. Management investment companies invest in a variety of securities, including stocks, bonds, … Read more
A mutual fund level load fee is a fee charged by a mutual fund company in order to invest in one of its funds. The fee is typically a percentage of the investment, and is paid upfront when the investment is made. The fee is then used to cover the costs of running the fund, … Read more
A redemption fee is a fee that is charged by a mutual fund when an investor redeems, or sells, shares of the fund. The fee is charged by the fund in order to discourage investors from frequently buying and selling shares, which can be disruptive to the fund’s operations. Redemption fees are typically charged as … Read more
An income fund is a type of mutual fund that is designed to provide investors with regular income, typically in the form of dividends or interest payments. Income funds can invest in a variety of asset classes, including stocks, bonds, and real estate. Income funds typically have a higher distribution rate than other types of … Read more
A growth and income mutual fund is a type of investment fund that is designed to provide investors with both capital growth and income. The fund invests in a portfolio of stocks and other securities that offer the potential for both types of returns. The goal of a growth and income fund is to provide … Read more
Mutual fund timing is the process of making investment decisions based on an expected change in the market. Many investors believe that they can predict when the market will rise or fall, and they use this information to make decisions about when to buy or sell mutual fund shares. However, mutual fund timing is difficult … Read more
A long/short fund is a mutual fund that invests in both long and short positions in a variety of asset classes. The fund’s managers use a variety of investment strategies to generate returns that are not correlated with the broader market. The fund’s managers will take both long and short positions in a variety of … Read more
. Returns that differ from what is expected are either positive or negative. How is standard deviation defined in relation to investments? The standard deviation of a mutual fund is a measure of the fund’s volatility, or how much its returns fluctuate over time. It is calculated using the historical return data of the fund. … Read more
An investment fund is a type of mutual fund that pools money from many investors and invests it in a variety of securities, such as stocks, bonds, and short-term investments. Investment funds are managed by professional money managers, who attempt to produce capital gains and income for the fund’s investors. Investment funds are also often … Read more
A trailer fee is a type of sales commission paid to a broker or other financial professional for selling certain types of investment products, such as mutual funds. The fee is paid by the investment product’s sponsor, not by the investor. The fee is called a “trailer fee” because it is paid on an ongoing … Read more
