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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
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
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
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
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
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
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
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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Mutual funds

  • 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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