H TAT Bharati:New Promotion Rules Declared

An Mutual Fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital.
— A complete, but concise, tutorial about mutual funds in a one-page format with sidebars, illustrations, formulas, examples, and clear definitions of basic terms.Mutual Fund CompaniesInvestment AdviserBoard of DirectorsCustodianTypes of Investment

CompaniesManagement CompaniesOpen-End Mutual FundsClosed-End Mutual FundsExchange Traded Funds (ETF)Evaluating a Mutual Fund To​ of Additional Information (SAI)
FeesNo Load Mutual Fund Fees
Classes of Mutual Fund Shares
Expense Ratio Measuring
Mutual Fund Performance
Investing in a Mutual Fund
Buying Mutual Fund Shares
Profiting from a Mutual Fund
Regulation of Mutual Fund Companies

What to Consider When Buying Mutual Fund SharesNo-Load Funds may have Fees for Purchasing or Selling SharesLower Fees and Expenses Increases Total Returns and Yields; Higher Expenses Lowers Returns Beware of Closet Indexers

Statement of Additional Information (SAI)New Format for Prospectuses: the Summary Prospectus and the Statutory Prospectus

A Mutual Fund's Past Performance is no Indication of its Future Performance Shareholder Fees12b-1 Fees (Shareholder Service Fees)
Sales Load
Classes of Mutual Fund Shares
Sales Load
Letter of Intent
Rights of Accumulation
No Load Mutual Fund Fees
Purchase Fee
Redemption Fee
Exchange Fee
Account Fee
Annual Fund Operating Expenses
Management Fees
Distribution Fees
Other Expenses
Total Annual Fund Operating Expenses — Expense Ratio Buying Shares Reinvestment Privilege Redemption of Shares Systematic


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