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Mutual funds 101

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How you'll benefit


Thinking about investing in a mutual fund? Here are a few reasons to take the leap:

  • Accessibility to your funds — contribute to or withdraw from a mutual fund at almost any time you want
  • Peace of mind — invest in a variety of investments without taking on all the risks if purchased on its own
  • Liquidity — these funds can be bought and sold once every trading day
  • Diversification — one mutual fund may include dozens or hundreds of separate stocks
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Mutual funds 101

About mutual funds

A mutual fund is a type of investment fund. It is "open-ended" which means that it does not have a set number of shares. Here are important terms you need to know:

  • Investment fund — a collection of investments, such as stocks, bonds or other funds
  • Stock  — a financial investment that represents ownership in a company and a balanced claim on its assets and earnings
  • Bond — a fixed loan made by you, the investor, to a borrower, such as a company
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Grow your money

When you invest in a mutual fund, cash or value can increase from three sources: dividend payments, net asset value (NAV), and capital gain.

  • Dividend payments — income is earned from dividends on stocks and interest on bonds held in your portfolio
  • Net asset value (NAV) — if your fund increases in price but are not sold, your shares increase
  • Capital gain — when your fund sells a security that has gone up in price

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Disclaimer: Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial Inc.