Mutual Funds

Ever wanted a box of investment goodies? 📦

Everyone loves swag bags and goodies 🎁

What if you could get a swag bag of investments?🤔

A mutual fund does this! 🤯

It uses money from investors to invest in stocks, bonds, or other assets 💰 Mutual Fund = super ETF! 🦸

Instead of buying individual stocks or bonds, you can invest in a mutual fund that holds a mix of different assets 🍪

This diversification spreads out your risk, so you're not relying on just one investment to do well 🍭

When you invest in a mutual fund, you're buying a share of the assets that the fund owns 📈

So, you get a small piece of everything the mutual fund owns 🧩

The value of your mutual fund changes based on the value of the assets that the fund owns 📉

Mutual funds are managed by professionals who decide what assets to buy and sell 🤓

Mutual funds can be actively or passively managed 🏋️‍♂️

Actively managed = fund managers decide to buy and sell assets based on their own research and analysis 🧐

Passively managed = investments follow a specific market index, like the S&P 500 📊

Before investing in a mutual fund, it's important to research the fund and understand its fees, performance, and risks 🤔

Now you have another asset, or super asset, in your investor mind 🚀

Test your knowledge

A mutual fund invests in. . .

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What are the two types of management?

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What is one benefit of investing in a mutual fund?

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What's next?

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