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Mutual funds

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    • 1. What is a Mutual Fund?  Brings groups of investors together  Actually buying shares of the fund  Number of shares depend upon investors  Net Asset Value (NAV) issues Data Source: Morningstar Investing Classroom
    • 2. Mutual Fund Benefits  Easy to buy and sell  Financial Advisors  Directly through fund family  Fund Supermarkets (e.g. 401k)  Regulated and Professionally managed Data Source: Morningstar Investing Classroom
    • 3. Quick Quiz  Investing in a stock mutual fund does NOT offer you A. B. C.  Indirect ownership of a group of companies Regulation by the SEC An insured investment Answer is “C” Data Source: Morningstar Investing Classroom
    • 4. Quick Quiz  A fund’s price per share is called its: A. B. C.  Stock price Net Asset Value (NAV) Initial Investment Answer is “B” Data Source: Morningstar Investing Classroom
    • 5. Quick Quiz  Who owns Fidelity Magellan Fund? A. B. C.  Fidelity Fidelity Magellan’s Board of Directors Fidelity Magellan’s shareholders Answer is “C” Data Source: Morningstar Investing Classroom
    • 6. Quick Quiz  Which of the following statements is false? A. B. C.  When you own a fund, you own all the securities in that fund; when you sell the fund, the fund transfers ownership of those securities to you When you own a fund, you pay a manager to choose securities for you You can sell a closed fund, but you cannot buy one Answer is “A” Data Source: Morningstar Investing Classroom
    • 7. Quick Quiz  All mutual funds registered through the Investment Act of 1940 increase the number of shares by IPO’s, secondary offerings, and share repurchases. A. B.  True False Answer is “B” Data Source: Morningstar Investing Classroom
    • 8. Coming Next:   Mutual fund fees and taxes Down the road:    Mutual funds vs. I-shares Best mutual funds of 2002 …and much, much more! Data Source: Morningstar Investing Classroom

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