Understanding Investment Funds
Investment funds pool money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities. This allows individual investors to access professionally managed, diversified portfolios with relatively small amounts of money.
Types of Investment Funds
Mutual Funds
Professionally managed investment funds that pool money from many investors to purchase securities.
ETFs
Exchange-Traded Funds track an index and trade like stocks throughout the trading day.
Index Funds
Designed to track the components of a market index like the S&P 500.
Bond Funds
Invest primarily in bonds and other debt instruments for regular income.
Investment Growth Calculator
Projected Investment Growth
Total Value after 20 years
Risk Assessment Calculator
Answer these questions to assess your risk tolerance and get fund recommendations.
1. What is your investment time horizon?
2. How would you react to a 20% market decline?
3. What is your main investment goal?
Popular Fund Comparison
| Fund Name | Type | Expense Ratio | 5-Yr Return | Risk Level |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | Index Fund/ETF | 0.03% | 14.2% | Medium |
| Fidelity Contrafund | Mutual Fund | 0.86% | 16.8% | Medium-High |
| iShares Core Bond ETF | Bond ETF | 0.15% | 4.3% | Low |
| ARK Innovation ETF | Active ETF | 0.75% | 18.5% | High |