Manager’s incentive for exceptional performance
, 36
Maryland, trusts or corporations in
, 151
Massachusetts Hospital Life Insurance Company
, 84
Massachusetts Investors Trust
, 2
Master limited partnership funds (MLP funds)
, 100
MFSA Investment Management
, 2
Minimum investment in mutual fund
, 11–12
Mortgage-backed securities (MBS)
, 155
UITs
, 131–132
Mutual fund(s)
, 1, 69–70, 84, 115, 118, 123–126
actively and passively managed
, 15–16
advantages of owning
, 7–10
choosing between different types of
, 20–21
classification based on portfolios
, 21–23
closed-end funds (CEFs) vs.
, 87–90
common questions before investing in
, 39–40
costs and fees associated with owning
, 23–26
demand for
, 6–7
disadvantages/drawbacks of owning
, 10–11
factors considered by investors when evaluating
, 30–32
and FDIC
, 38
international stocks and bonds, investing in
, 45
investing in
, 41
investment decisions
, 44
liquidity of
, 39
making money from investing in
, 41
manager’s incentive for exceptional performance
, 36
minimum investment in
, 11–12
online resources for
, 43–44
performance evaluation
, 32–36
potential strategies for investing in
, 28–30
prospectus
, 2–3
protection
, 38–39
regulations governing
, 37
risk and return profile
, 20–21
risk faced by investors of
, 26–28
vs. separately managed account (SMA)
, 4–6
socially responsible
, 18–19
SRI
, 16–17
traps
, 42
types of
, 12–15