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Learn Even More with The Encyclopedia of Personal Finance™
Financial Planning | Investment Strategy | Mutual Funds
Mutual Funds Tutorials

Expense Ratios in Mutual Funds - In this tutorial, you will learn about the mutual fund expense ratio-- the percentage of a fund that pays for total expenses. By reading this tutorial, you'll learn how to analyze this aspect of mutual funds so you can choose funds with costs in mind. It will help you to identify the expenses included in each ratio and also to locate the ratio in a prospectus. Additionally, it will show you how expense ratios are calculated.

Introduction to Mutual Fund Prospectuses - This is an introduction to the mutual fund information manuals called prospectuses. By reading this tutorial, you'll learn to identify the most relevant information in prospectuses, including management, objectives, expenses, and shareholder services. Reading prospectuses helps investors choose whether certain funds match their own goals.

Introduction to Mutual Fund Terminology - This is a look at the most commonly used terms in mutual fund investing. The glossary covers basic mutual fund terms, definitions used to describe mutual fund expenses, and terms specific to particular types of mutual funds, such as growth and income funds. It includes basic definitions of the most common types of mutual funds.

Introduction to Mutual Funds - This tutorial is an overview of the basic characteristics of mutual funds. Find out how to buy and sell mutual fund shares, learn what fees are typically charged by mutual funds, and understand how investors earn income from a mutual fund. This tutorial also identifies and explains the most common types of mutual funds, including stock, bond, money market, and hybrid mutual funds.

Mutual Fund Expenses - This tutorial defines and explains the fees and/or charges you may encounter when you invest in a mutual fund. These include sales charges for buying or selling mutual fund shares, and service fees for the maintenance, promotion, and management of a fund.

Types of Mutual Funds - Mutual funds can be classified by their investment objectives or by the types of assets they invest in. Objective-based funds have specific investment goals, such as investing for future growth (growth funds), providing investors with current income (income funds) or both (balanced funds). Funds can also be categorized by the market they invest in, such as stocks, bonds, money markets, or market indexes.

All Tutorials

Educational materials provided by the editors of The Encyclopedia of Personal Finance.™Click here to learn even more!


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