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Mutual Fund

Definition

A pool of money from many investors, managed by a professional fund manager who picks stocks, bonds, or other assets. Unlike ETFs, mutual funds trade once per day after the market closes. They come in actively managed (someone picks investments) and passively managed (tracks an index) varieties.

Why It Matters

Mutual funds were the go-to investment vehicle before ETFs. Many 401(k) plans still offer mostly mutual funds. The key is watching expense ratios — actively managed funds charge 0.5-2% annually while index mutual funds charge 0.03-0.20%.

Example

Vanguard Total Stock Market Index Fund (VTSAX) is a mutual fund with a 0.04% expense ratio that holds 4,000+ stocks. Minimum investment: $3,000. Compare that to an actively managed fund charging 1.2% that may not even beat the index.

Related Tools

Investment Comparison Tool
Compound Interest Calculator

Related Terms

ETF (Exchange-Traded Fund)Index FundExpense RatioDiversificationCAGR (Compound Annual Growth Rate)Capital Gains
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