A B-share is aclass of sharesoffered in a mutual fund that charges a salesload. A B-share is one type of share, the other two being A-shares and C-shares. Each share comes with its specific fee structure when purchasing or redeeming shares in a mutual fund. Key Takeaways A B-shar...
A mutual fund may combine different investment styles and company sizes. For example, a large-cap value fund might include in its portfolio large-cap companies that are in strong financial shape but have recently seen their share prices fall; these would be placed in the upper left quadrant of...
A mutual fund is an investment vehicle that allows individuals to invest their money along with other investors. Most mutual funds invest in a large number of securities, allowing investors to diversify their portfolios at a low cost.
What is a Share Class? What are Voting Shares? What is Value Stock? What is Callable Stock? What is Borrowed Stock? How does a Stock Exchange Work? What Exactly is Stock? Discussion Comments Most Popular WiseGeek, in your inbox Our latest articles, guides, and more, delivered daily. ...
fundsmutual共同基金sharesfundnav 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 NAV = Market Value of Assets – Liabilities Shares Outstanding...
A mutual fund expense ratio is the sum total of management fees, administrative costs, and other annual fees, such as the 12b-1 fees some funds charge. It does not include one-time fees such as sales loads, brokerage commissions, or redemption and transf
So when the S&P 500 is up 1%, an inverse ETN tracking the index would expect a 1% drop in its share price. An inverse ETN might sell futures contracts or call options; it might buy put options. In addition to accessing some hard-to-get markets, there are other potential benefits to...
Mutual fund investors don’t directly own the stock or other investments held by the fund, but they do share equally in the profits or losses of the fund’s total holdings — hence the “mutual” in mutual funds. Index funds and exchange-traded funds are similar to mutual funds in that ...
In this case there are a variety of share classes. Depending on who sells you your funds andwhat kind of investment advisor you work with, you may pay as much as 5.75% front-end commission or as little as nothing. Crazy…I know. Let’s assume you buy Class Y and pay no sales load...
Different and increasingly niche ETFs specialize in certain sectors, areas, and securities that can help balance out your other investments. Disadvantages of ETFs Investing is serious, no matter the type of investment — stocks, commodities, mutual funds, or ETFs. In addition to an ETF’s ...