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

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

   Buying and selling shares. Unlike stocks, mutual funds trade only once per trading day. You can buy more shares or sell your shares at the daily NAV price, and the fund executes your trades at the ...

4. 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 ...

5. 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.

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. Returns-based style analysis - Wikipedia

   en.wikipedia.org/wiki/Returns-based_style_analysis

   Returns-based analysis would analyze the returns of the fund itself, and by comparing them to US equity indices, may determine that the fund is heavily exposed to the large-growth space. Holdings-based analysis would examine the fund's stated holdings, and provide the names and percentages of the stocks in question.

8. Morningstar, Inc. - Wikipedia

   en.wikipedia.org/wiki/Morningstar,_Inc.

   Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.

9. The Different Types of Mutual Fund Classes - AOL

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

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