23. Mutual Funds 2: Types of Mutual Funds

There are many types of mutual funds – here is a summary of some and why they can exist.
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Two investors and a current searcher discuss the state of the market for raising a search fund and acquiring a small business to run. Panelists: Charles Phillips (MBA ’99), Brandon Cope, and Bob Oster. Moderator: GSB Lecturer Peter Kelly (MBA ’89). Recorded: October 15, 2009 Center for Entrepreneurial Studies: www.gsb.stanford.edu Recorded: Oct. 15, 2009
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  1. savingandinvesting says:

    @TheBigPrettyOne Do not not need a lot of money – generally v. liquid but will say in documents – can also do through pension plan where money gen. harder to get out but could save taxes. Important to bear in mind diversification (stocks, bonds, regions), active vs. passive mgmt (index funds), $-cost averaging (investing same amount). Investing $100 every month theoretically very possible with index funds – if bought securities direct would be hard to div. Depends on age, time, horizon etc.

  2. TheBigPrettyOne says:

    If I had $1,000 (USD) initial investment, and could afford $100 a month investment, would it be beneficial for me to start with a mutual fund? How liquid is the money? How strict is the monthly commitment? Thank you!

  3. savingandinvesting says:

    That is one of the main reasons that the book ‘saving and investing’ was written – I would def. suggest starting with education and the videos and potentially the book, should help I book. On the savingandinvesting site there are more suggestions and also some other suggested books. I hope that helps – best regards, Michael.

  4. 7hotshot says:

    I am a college student and I want to start investing from now. But I am a beginner. I dont know that much about investment. I dont know how to read the stock news. Can you help me please?

  5. savingandinvesting says:

    A lot of funds have a higher min. in US – like $1,000, $2,000 or $3,000 for ex. If can commit to reg. monthly amounts (also allows $ cost averaging!) can get lowest initial min’s typically (and additional monthly amounts not too far away from $40). Vanguard: big provider of index funds and there are other large mutual fund companies like Fidelity of course. $ cost averaging, diversification, tax considerations, time horizon etc. all worth bearing in mind. Hope it helps – best regards, Michael.

  6. meloman12 says:

    Im basically new to investing an these videos are very helpful. I dont live in america i live on an island and our stock market is new and kind of small. i was wondering was it wise to invest in 2 funds from two different companies that are both designed for long term growth with mostly stocks in each porfolio? One companys fund is brand new and shares are cheaper, and the other is well established and shares more costly. Should i keep both or narrow it done to one?

  7. savingandinvesting says:

    Holdings constantly change so complete list difficult, but knowing that X is in the S&P 500 for example will mean that a large % of the funds benchmarked to the S&P 500 will hold it (if weight significant then not usually zero as means too much tracking error). Index funds def. will hold. With indices and type of co. – can find list of S&P 500 mutual funds or other rel. index or large cap, tech, etc. and establish list.

    Would not buy mutual fund for one holding however. Hope it helps, Michael

  8. rama44ster says:

    Excellent, channel. I find all your videos very informative and I have gained more interest and knowledge on investing after listening to your videos. Great job, and thank you so much.

    I have one question about mutual funds. How can I find out the list of mutual funds who have a company X in their portfolio? For example, how do I find what are the various mutual funds that have GOOG stocks as one of the holdings in their portfolio.

    Many thanks.

  9. savingandinvesting says:

    Timing markets very very difficult – many people argue impossible consistently – clearly markets have gone down, what is less certain is next move (have gone down more). For core saving/investing approach for long term, dollar cost averaging (with smaller monthly sums for ex) bearing in mind impact of time (video/book), tax saving, index funds are all pot. things we can feel more comfortable about then timing market at any point in time. Hope this helps – thanks for interest -b. regards, Michael

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