Stocks, Options, ETF and Mutual Fund Screeners
4 stars based on
A stock fund or equity fund is a stocks options and mutual funds that invests in stocksalso called equity securities. Fund assets are typically mainly in stock, with some amount of cashwhich is generally quite small, as opposed to bondsnotes, or other securities. This may be a mutual fund or exchange-traded fund.
The objective stocks options and mutual funds an equity fund is long-term growth through capital gains, although historically dividends have also been an important source of total return. Specific equity funds may focus on a certain sector of the market or may be geared toward a certain level of risk.
Stock funds can be distinguished by several properties. Funds may have a specific style, for example, value or growth. Funds may invest in solely the securities from one country, or from many countries.
Funds may focus on some size of company, that is, small-caplarge-capet cetera. Funds which involve some component of stock picking are said to be actively managedwhereas index funds try as well as possible to mirror specific stock market indices. An index fund buys and sells securities in a manner that mirrors the composition of the selected index. The fund's performance tracks stocks options and mutual funds underlying index's performance.
Turnover of securities in an index fund's portfolio is minimal. As a result, an index fund generally has lower management costs than other types of funds. A growth fund invests in the stock of companies that are growing rapidly. Growth companies tend to reinvest all or most of their profits for research and development rather than pay dividends.
Stocks options and mutual funds funds are focused on generating capital gains rather than income. This is a fund stocks options and mutual funds invests in "value" stocks. Companies rated as value stocks usually are older, established businesses that pay dividends. A fund that invests in one area of industry is called a sector fund. These funds offer high appreciation potential, but may also pose higher risks to the investor.
Examples include gold funds gold mining stocktechnology funds, and utility funds. An equity income fund stresses current income over growth. The funds objective may be accomplished by investing in the stocks of companies with long histories of dividend payments, such as utility stocks, blue-chip stocks, and preferred stocks. Option income funds invest in securities on which options may be written and earn premium income from writing options.
They may also earn capital gains from trading options at a profit. These funds seek to increase total return by adding income generated by the options to appreciation on the securities held in the portfolio. Balanced Funds invest in stocks for appreciation and bonds for income. The goal is to provide a regular income payment to the fund holder, while increasing its principal A fund that owns stocks and a stocks options and mutual funds amount of assets other than stocks is considered an asset allocation fund.
A fund that switches between asset classes based on predictions of future returns is called a tactical allocation fund. Other funds may maintain a more or less constant proportion of assets, due to the belief that such prediction is not reliable.
The other funds may be stock funds, in which case the original fund can be called "fund of stock funds". See fund of funds. Hedge funds often trade stocks, but may trade or invest in anything else depending on the fund. This is done to reduce the risk of stocks options and mutual funds in stocks. From Wikipedia, the free encyclopedia. This article needs additional citations for verification. Please help improve this article by adding citations to reliable sources. Unsourced material may be challenged and removed.
September Learn how and when to remove this template message. Primary market Secondary market Third market Fourth market. Common stock Golden share Preferred stock Restricted stock Tracking stock. Authorised capital Issued shares Shares outstanding Treasury stock. Electronic communication network List of stock exchanges Trading hours Multilateral trading facility Over-the-counter. Alpha Arbitrage pricing theory Beta Bid—ask spread Book value Capital asset pricing model Capital market line Dividend discount model Dividend yield Earnings per share Earnings yield Net asset value Security characteristic line Security market line T-model.
Algorithmic trading Stocks options and mutual funds and hold Contrarian investing Day trading Dollar cost averaging Efficient-market hypothesis Stocks options and mutual funds analysis Growth stock Market timing Modern portfolio theory Momentum investing Mosaic theory Pairs trade Post-modern portfolio theory Random walk hypothesis Sector rotation Style investing Swing trading Technical analysis Trend following Value investing.
Stock fund Bond fund Money market fund. Real estate investment trust Private equity fund Venture capital fundMezzanine investment fundsVulture fund Hedge fund. Long-only fund Stable value fund. Mutual fund Open-end fund Exchange-traded fund Closed-end fund Real estate stocks options and mutual funds trust. Hedge fund Private equity fund Pooled income fund Endowment fund Pension fund Sovereign wealth fund Sovereign investment fund.
Absolute return Total return. Alternative investments Traditional investments Net asset value Assets under management Rate of return Time-weighted return Money-weighted rate of return.