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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. ... so an S&P 500 mutual fund buys stocks of these 500 companies. ... Hedge funds are also available to ...

  4. Form 13F - Wikipedia

    en.wikipedia.org/wiki/Form_13F

    Form 13F provides position-level disclosure of all institutional investment managers with more than $100m in assets under management with relevant long US holdings. All US-listed equity securities (including ETFs) in the manager’s portfolio are included and detailed according to the number of shares, the ticker, the issuer name, etc.

  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. 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 ...

  7. 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.

  8. Ticker symbol - Wikipedia

    en.wikipedia.org/wiki/Ticker_symbol

    A ticker symbol or stock symbol is an abbreviation used to uniquely identify publicly traded shares of a particular stock or security on a particular stock exchange. Ticker symbols are arrangements of symbols or characters (generally Latin letters or digits) which provide a shorthand for investors to refer to, purchase, and research securities ...

  9. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    Class B shares also might convert automatically to Class A shares with a lower 12b-1 fee if the investor holds the shares long enough. [2] 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 ...

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