Mutual Funds
Investors hold almost $9 trillion in more than 7,500 mutual funds, making them one of the most popular types of investments. Mutual funds offer advantages such as diversification and professional management. But they carry their own set of risks, not to mention costs that can affect a fund's return.
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Share Classes
As an investor, you may have read about "Class A," "Class B," Class C", or other classes of mutual fund shares. If you are thinking about choosing one of these classes, it is important for you to understand the differences between them. Read more. Index Funds
These are funds whose primary investment objective typically is to achieve the same return as a particular market index, such as the S&P 500 Composite Stock Price Index. Read more. Before You Invest
Learn more about how mutual funds work, what factors to consider before investing, and how to avoid common pitfalls. Read the SEC's Invest Wisely: An Introduction to Mutual Funds.
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Mutual Fund Expense Analyzer
You can compare the expenses of up to three mutual funds, exchange traded funds, or share classes of the same mutual fund. Try it now. Investor Alerts
This information will help you protect your money and avoid scams and other investing problems. Breakpoints
These are the investment amounts at which a fund offers investors these sales charge discounts. The more you invest, the greater the discount to which you may be entitled. Read more. Use this tool to look up breakpoint schedules and linkage rules for mutual funds with sales charges to ensure discounts are given where applicable.
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Read Frequently Asked
Questions About Saving &
Investing
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