'Sales charge' presentation slideshows

Mutual Funds: An investment primer

587 views • 42 slides

Mutual Fund Investors: Divergent Profiles

453 views • 37 slides

Mutual Funds

Mutual Funds. What is a Mutual Fund?. A mutual fund is a type of investment fund. An investment fund is a collection of investments, such as stocks, bonds or other funds.

429 views • 29 slides

PROFESSIONAL ASSET MANAGEMENT

PROFESSIONAL ASSET MANAGEMENT. Basic Categories. Private Management : Clients each have a separate account {popular with institutions}. Investor 1. $. $$. Account 1 Account 2. Asset manager. $. Investor 2. Basic Categories.

366 views • 28 slides

Investment Companies

Investment Companies. What are they? Financial intermediaries that invest the funds of individual investors in securities or other assets. What is Net Asset Value?. Shares in a fund are purchased at the NAV

605 views • 19 slides

377 views • 14 slides

Mutual FUnds

Mutual FUnds. Mike Mercado. Mutual Funds. Review Breakdown of Funds Family of Funds Share Classes Fees & Expenses Top 10 Mutual Funds Mutual Fund Scenario Questions. MUTUAL FUNDS. Portfolios of securities, mainly stocks, bonds and money market instruments Aspects:

419 views • 12 slides

Investment Companies

Investment Companies Investment companies are financial intermediaries that sell shares to the public ad invest the proceeds in a diversified portfolio of securities. 3 types of investment companies- Open end-funds Closed end-funds Unit trusts Open-End funds (Mutual Funds)

398 views • 7 slides

Chapter 15

Chapter 15. Investing Through Mutual Funds. Learning Objectives. Describe the features, services, and advantages of investing in mutual funds. Differentiate mutual funds by investment objectives, types, and characteristics.

163 views • 0 slides