The SEC Mutual Fund Cost Calculator

The Mutual Fund Cost Calculator enables investors to easily estimate and compare the costs of owning mutual funds. The Cost Calculator takes the mystery and math out of the cost equation, revealing how costs add up over time.

An Introduction to Mutual Funds SEC

Explains how mutual funds work, what factors to consider, and how to avoid common pitfalls.

Mutual Fund Basics

As you probably know, mutual funds have become extremely popular over the last 20 years. What was once just another obscure financial instrument is now a part of our daily lives. More than 80 million people, or one half of the households in America, invest in mutual funds. That means that, in the United States alone, trillions (yes, with a "T") of dollars are invested in mutual funds.

Types of Mutual Funds

This section provides descriptions of the characteristics -- such as investment objective and potential for volatility of your investment -- of various categories of funds. These descriptions are organized by the type of securities purchased by each fund: equities, fixed-income, money market instruments, or some combination of these.

The Benefits of Mutual Funds

By pooling the funds of thousands of investors, mutual funds provide full-time, high-level professional management that few individual investors can afford to obtain independently. Such management is vital to achieving results in today's complex markets.

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