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  2. Morningstar Style Box - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Style_Box

    The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., [1] the Style Box was launched in 1992. [2] The vertical axis of the Style Box represents an investment's size category: small, mid and large. [3]

  3. Don't Let Your Mutual Fund Do to You What This One Did ... - AOL

    www.aol.com/news/2012-04-13-dont-let-your-mutual...

    The knack fund families have for closing certain small or underperforming funds -- and the very nature of sector consolidation -- makes it hard to buy into a mutual fund and know it will still be ...

  4. What are mutual funds? Your guide to professional portfolio ...

    www.aol.com/finance/what-are-mutual-funds...

    These include large-cap companies valued at more than $10 billion, mid-cap companies valued at $2 billion to $10 billion, and small-cap companies valued at $250 million to $2 billion. 2. Bond funds

  5. List of US mutual funds by assets under management

    en.wikipedia.org/wiki/List_of_US_Mutual_Funds_By...

    American Funds Gro A $ 86,400.20 19 Vanguard Wellington Adm $ 86,160.60 20 American Funds Inc A $ 72,054.90 21 Vanguard Tot I S Adm $ 70,233.60 22 Vanguard Dev Mkt ETF $ 70,070.50 23 Dodge & Cox Stock $ 69,989.20 24 Invesco QQQ Trust 1 $ 68,001.90 25 Vanguard Tot Bd II Inst $ 67,996.40

  6. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

  7. Mutual Funds: Everything You Need To Know - AOL

    www.aol.com/finance/mutual-funds-everything-know...

    Even if you're new to investing, you've probably heard about mutual funds. If you have a 401(k) plan at work or an IRA on your own, you might already own mutual funds. Making Money: The Most...

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