Mutual fund

A mutual fund pools money from many investors to buy a professionally managed portfolio of stocks, bonds, or other assets, priced once a day.

A mutual fund collects money from many investors and invests it in a diversified portfolio chosen by a professional manager, according to a stated objective (growth, income, a particular sector, and so on). Each investor owns shares of the fund representing a slice of the whole portfolio. Unlike ETFs, mutual funds are priced and traded once daily at their net asset value.

Mutual funds offer instant diversification and professional management, but actively managed ones charge higher fees than index funds and, on average, struggle to beat their benchmark after those fees. They remain a mainstay of retirement accounts like 401(k)s.

Large mutual-fund managers must disclose their US stock holdings quarterly on SEC Form 13F — the same filings stocks-llm uses to show institutional ownership. stocks-llm covers the individual companies these funds hold, not the funds themselves. Educational only.

Institutional ownership (13F) →

See more terms in the stocks-llm glossary.

Informational only — NOT financial advice. This is an educational definition, not a recommendation to buy or sell anything. Metrics on stocks-llm are delayed data and may be missing or stale. Always verify information independently and consult a qualified financial professional before making any investment decision.