Values-Based Global Asset Managers Contact1-800-728-8762

How A Mutual Fund Works

Did you ever wonder what happens behind the scenes of a mutual fund? Find out right here.

Part 1: Structure

In some ways, a mutual fund is very similar to a company that manufactures widgets except that a mutual fund company's "widgets" are shares. To create the shares...

Part 2: Buying Shares

When you invest in a mutual fund, you become a shareowner. Whether you purchase directly, through a dealer, your financial adviser, or your 401(k) at work...

Part 3: I'm a Shareowner, Now What?

As a shareowner you receive account statements, at least quarterly, and financial reports of the fund's operations, as required by regulation.

Part 4: Regulations and Oversight

As a mutual fund investor, there are regulations to protect you and many organizations looking out for your best interest. The fund's board is your first...

Thank you for taking the time to learn more about mutual funds, and Happy Shareowning!

This video is provided for educational purposes only and is not intended as investment advice or a recommendation to buy or sell any security.

Investing in mutual funds involves risks, including the risk that you could lose money.

Check out the background of Saturna Brokerage Services, Inc. or any firm or investment professional on FINRA's BrokerCheck.