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Understanding Mutual Funds

What types of mutual funds are there?

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David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
http://www.emarotta.com  
434-244-0000

David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com

What types of mutual funds are there?

 

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Host: What types of mutual funds are there?

David Morotta: Mutual funds can collect together any type of investments. So, you can have a mutual fund that just invests in bonds. You can have a mutual fund that just invests in healthcare stocks. You can have a mutual fund that tries the balance between bonds and stocks called the balance fund or an asset allocation fund and so any kind of those investments can be collected together. It turns out that there are currently more mutual funds traded than there are stocks on the New York Stock Exchange.

So, there are more different combinations and permutations of stocks that have been collected into mutual funds and they are actual are stocks themselves.

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