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TYPES OF MUTUAL FUNDS

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In depth information on finance including mutual funds. Palomar College Library Subjects page. ... Yahoo! Finance. http://biz.yahoo.com/edu/ed_fund.html ... – PowerPoint PPT presentation

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Title: TYPES OF MUTUAL FUNDS


1
TYPES OF MUTUAL FUNDS
  • HOW THEY ARE MANAGED
  • Presented by
  • JoAnne Hayes LT 130
  • Spring 2004

2
DIFFERENT TYPES OF MUTUAL FUNDS
  • Managed Funds
  • Index Funds

3
MANAGED FUNDS
  • Run by a manager who decides what he or she is
    going to buy and sell with all the investors
    money

4
CAUTION
  • Before you buy a managed mutual fund, look to see
    how long the manager has been in charge

5
INDEX FUNDS
  • Examples of an index fund include
  • The SP 500
  • The Wilshire 5000 equity index
  • The Russell 2000 index

6
HOW MUCH DOES A MUTUAL FUND COST TO BUY?
  • Mutual funds are sold in three different ways
  • 1. No Load
  • 2. Load
  • 3. 12(b)1

7
Mutual Fund Investment
  • Most mutual funds require a starting balance of
    1000 to 3000 dollars for money outside of IRAs
  • Within an IRA the starting balance can go as low
    as 25.00 and up

8
LOW COST MUTUAL FUNDS
  • Mutual Fund Families that will let you start with
    as little as 25.00 to 100.00 whether you are
    in an IRA or not
  • T. Rowe Price T. Rowe Price
    Corporate Gateway
  • Invesco INVESCO
  • Highmark Funds HighMark Funds
  • Fremont Funds Fremont Funds Home
  • NeubergerBerman Welcome to NB.com

9
Presentation References
Brills Mutual Funds Interactive http//www.brill
.com The worlds most popular and critically
acclaimed mutual fund site. Mutual Fund
Investors Center http//www.mfea.com In depth
information on finance including mutual
funds Palomar College Library Subjects page.
http//www.palomar.edu/ Suze
Orman http//www.suzeorman.com/ Low cost mutual
fund reference Yahoo! Finance
http//biz.yahoo.com/edu/ed_fund.html Very
informative financial educational site
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