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2. Modern portfolio theory - Wikipedia

   en.wikipedia.org/wiki/Modern_portfolio_theory

   Modern portfolio theory. Modern portfolio theory ( MPT ), or mean-variance analysis, is a mathematical framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. It is a formalization and extension of diversification in investing, the idea that owning different kinds of financial assets ...

3. Mutual Fund Fees and Expenses: A Beginners’ Guide - AOL

   www.aol.com/mutual-fund-fees-expenses-beginners...

   This charge goes directly to the mutual fund company. For annual expenses, the formula is (expense ratio x invested capital). Thus, a fund with a 1% expense ratio will charge $1 for every $100 you ...

4. 30-day yield - Wikipedia

   en.wikipedia.org/wiki/30-day_yield

   30-day yield. In the United States, 30-day yield is a standardized yield calculation for bond funds. The formula for calculating 30-day yield is specified by the U.S. Securities and Exchange Commission (SEC). [1] The formula translates the bond fund's current portfolio income into a standardized yield for reporting and comparison purposes.

5. 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.

6. What are mutual funds? - AOL

   www.aol.com/finance/mutual-funds-233244211.html

   A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a collection of securities such as stocks and bonds. Most mutual funds invest in ...

7. Investing 101: What Is a Mutual Fund? - AOL

   www.aol.com/on/mutual-fund-basics

   A mutual fund is a collection of assets held by multiple investors for the purpose of investing. The fund most often consists of a mixture of stocks, bonds, cash, and other securities, and is ...