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Mutual funds 101

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How you'll benefit

Benefits

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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Mutual funds, other securities and securities related to financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds are offered through Qtrade Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change, and past performance may not be repeated. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.