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Mutual Funds

What is Mutual Fund?
An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. To get the best out of Mutual funds thry are generally operated by money managers/specialists, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained in such a way as to match the investment objectives.

Why MF should be a part of Investment Portfolio?
Diversification helps to minimize risk to an investment. One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital.

Mutual funds are also very liquid
Mutual fund units, or shares, are issued and can typically be purchased or redeemed as needed at the fund's current net asset value (NAV) per share, which is sometimes expressed as NAVPS.

Less burden of Tax The investments through MF comes at an almost tax free state.

An organized and planned approach
MF provides the most organized and judiciously planned approach to your wealth planning. it is an instrument that is sure to give wings to your wealth creation dreams.

MF charges and fees
Here at AWC we don't charge fee for your dreams and thus MF investments do not carry fees.

Types of Mutual Funds
There is a wide variety of mutual funds to consider. A major fund Types are:

Bond Funds
Bond funds hold fixed-income securities as assets. These bonds pay regular interest to their holders.

Stock Funds
Stock funds make investments in the shares of different companies. Stock funds seek to profit mainly by the appreciation of the shares over time, as well as dividend payments.

Balanced Funds
Balanced funds hold a mix of bonds and stocks. The distribution among stocks and bonds in these funds varies depending on the fund's strategy

Index Funds
Index funds track the performance of an index such as the S&P 500. These funds are passively managed. They hold similar assets to the index being tracked

CHARACTERISTIC OF A STRONG MUTUAL FUND
Low Fees or Expenses
Mutual funds with relatively low expense ratios are generally always desirable, and low expenses do not mean low performance.

Consistently Good Performance
Most investors utilize investing in mutual funds as part of their retirement planning. Therefore, investors should select a fund based on its long-term performance, not on the fact that it had one really great year.

Sticking to a Solid Strategy
The best-performing funds perform well because they are directed by a good investment strategy. Investors should be clearly aware of the fund's investment objective and the strategy the fund manager uses to achieve that objective.

Trustworthy, with Solid Reputations
The best funds are perennially developed by well-established, trustworthy names in the mutual fund business, such as Fidelity, T. Rowe Price and Company, and the Vanguard Group.

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