Teach Yourself Investing In 24 Easy Lessons by Ken Little

Author:Ken Little [Little, Ken]
Language: eng
Format: epub
ISBN: 9781101585818
Publisher: DK Publishing
Published: 2012-07-18T00:00:00+00:00

Transparency of Fund’s Holdings

One of the advantages of ETFs is you know exactly what you are getting when you invest. Because ETFs are created by assembling a block of assets that duplicates the index it follows, you can see a list of holdings that is not going to change unless the index changes. With an actively traded mutual fund you are not always sure. Mutual funds only report their holdings once a year. Actively traded mutual funds—and even some index mutual funds—give money managers wide latitude to achieve the fund’s goal. You may think you are investing in a large-cap growth mutual fund, but the money manager may include many other types of stocks or derivatives to achieve the fund’s goal. Mutual funds are required to report their holdings quarterly, but many report holdings monthly.

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