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2. Decoding the Alphabet Soup of Mutual Fund Share Classes - AOL

   www.aol.com/news/on-mutual-fund-share-classes...

   Class I shares, also known as institutional-class shares, are typically available only to institutional investors making large fund-share purchases. With minimum investments of $1 million or more ...

3. The Different Types of Mutual Fund Classes - AOL

   www.aol.com/news/different-types-mutual-fund...

   Mutual funds can simplify the diversification of your portfolio. Mutual fund share classes will determine just how much that diversification will cost. While mutual funds will let you invest in a ...

4. Institutional investor - Wikipedia

   en.wikipedia.org/wiki/Institutional_investor

   An institutional investor is an entity that pools money to purchase securities, real property, and other investment assets or originate loans.Institutional investors include commercial banks, central banks, credit unions, government-linked companies, insurers, pension funds, sovereign wealth funds, charities, hedge funds, real estate investment trusts, investment advisors, endowments, and ...

5. List of US mutual funds by assets under management

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

   Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9

6. Individual investors vs. institutional investors: How ... - AOL

   www.aol.com/finance/individual-investors-vs...

   For example, one type of institutional investor is a mutual fund, in which a fund manager buys and sells securities on behalf of the individual investors who buy the fund. Institutional investors ...

7. 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.

8. Mutual fund fees and expenses - Wikipedia

   en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

   Class C shares might have a 12b-1 fee, other annual expenses, and either a front- or back-end sales load. But the front- or back-end load for Class C shares tends to be lower than for Class A or Class B shares, respectively. Unlike Class B shares, Class C shares generally do not convert to another class. Class C shares tend to have higher ...

9. Form 13F - Wikipedia

   en.wikipedia.org/wiki/Form_13F

   Form 13F is a quarterly report filed, per United States Securities and Exchange Commission regulations, [1] by "institutional investment managers" with control over $100M in assets to the SEC, listing all equity assets under management. [2] Academic researchers make these reports freely available as structured datasets. [3]