Ep 19: Understanding the Basics of Mutual Funds

No matter how long you’ve been investing, you’ve probably decided to put some portion of your money into mutual funds. They’ve always been a popular investment option, but how well do you understand the product? Let’s take some time to understand the common terminology, what makes up a mutual fund, and other basics.

 

Show Notes and Additional Resources: https://www.baschrock-fg.com/podcast/ep-19-understanding-the-basics-of-mutual-funds/ 

 

Today's Rundown: 

0:37 – Today we’re talking mutual funds.

3:02 – Explain what a mutual fund is and what is consists of.

4:12 – How many stocks are in a mutual fund?

5:24 – What percentage of our clients are invested in mutual funds or have been at some point?

5:51 – Is the landscape changing at all?

7:07 – Explain the term expense ratio.

9:25 – What about the term ‘loaded’?

10:31 – Are there any other areas that trip people up when it comes to mutual funds?