Brokers versus Mutual Funds

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Presentation transcript:

Brokers versus Mutual Funds Objective: Characteristics of a mutual fund. Different players and roles in the buying and selling process. Future of Brokers and Mutual Fund operators.

“Don’t Put All Your Eggs in One Basket” Analyze this quote.

Mutual Funds An investment corporation that sells shares to the public. Investors’ money is used to buy shares of stocks and other securities. The fund is run by a professional portfolio manager who decides what to buy and sell.

Types of Mutual Funds

NET ASSET VALUE (NAV) A figure determined by taking the current market value of all the shares held in your trust or fund and dividing it by the number of shares outstanding.

Load vs. No Load Load Commission (Typically 3%, but can be up 8%) to pay for aggressive sales efforts.

Closed Ended vs. Open Ended More investors can join.

Mutual Fund Article Read article, “Mutual Fund Fee-ding Frenzy.” Article written by www.fool.com

Brokerage Firms Have you heard of any Brokerage Firms?

The Process of Trading a Stock Floor Brokers Specialists Commission Market Order Limit Order Round Lots

Brokers Video Clip Should we trust brokers?