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.

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.

 

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.

Fund Analyzer

The Fund Analyzer offers information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.

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.

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.

Use this tool to look up breakpoint schedules and linkage rules for mutual funds with sales charges to ensure discounts are given where applicable.