investing mutual fund

Mutual funds that target a specific sector of the economy.

Sector Mutual Fund

Mutual funds comprised of stocks.  This is an umbrella term for other mutual funds.

Stock Fund

An investment vehicle that pools money from investors and "mutually" buys various types of bond investments. They  offer a convenient way to own a professionally managed, diversified bond portfolio

Bond Fund

A type of mutual fund that focuses on investing in a specific geographic or economic area.

Regional Fund

Invests in companies anywhere outside of the US, can’t invest inside the US.

International Fund

Aim to mirror the performance of benchmarks like the S&P 500 by mimicking their makeup. 

Index Fund

A type of mutual fund that invests in high-quality, short-term debt instruments, cash, and cash equivalents. 

Money market fund

Investing in organizations with an explicit social mission aligned with one's values to avoid investing in companies with practices that one believes have a negative impact.

Socially responsible fund 

A mutual fund or exchange-traded fund (ETF) that seeks to generate current income through dividends or interest payments.

Income Fund

Combines equity stock component, a bond component, and often a money market component.

Balanced Fund

Means the fee is charged when an investor redeems the mutual fund.

Back-end load 

Means the fee (generally between 3% and 6% of the investment) is charged upon purchase of the mutual fund.

Front-end load

What are three differences between an ETF and Mutual Funds?  Please be specific.

Mutual funds have fees like front-end load.

ETF no fees. 

Mutual Funds are priced at the end of each trading day basd on their net asset value, or NAV.

ETF you can buy shares at real time prices. 

Mutual fund is managed throughout the day

Eft are held for long periods of time and can gain or lose value