Mutual Funds Pennsylvania

Whether you are already an investor or are considering investing for the first time, it's important to understand the fundamentals of mutual funds.

Local Companies

A.G. Edwards & Sons, Inc.
(215) 231-7500
1717 Arch St
Philadelphia, PA
Fidelity Investments
(215) 568-8191
1735 Market St
Philadelphia, PA
Smith Barney
(215) 854-6000
1 Liberty Pl
Philadelphia, PA
Harbert's Products Inc.
717-597-1747
P.O. Box 418
Greencastle, PA
AFLAC
717-491-3426
14840 Hollowell Church Road
Waynesboro, PA
Gardner Lewis Asset Management Inc
(610) 558-2800
285 Wilmington W Chester
Chadds Ford, PA
Betz R Peter Investments
(610) 376-4657
74 Commerce Dr
Reading, PA
Mc Reynolds George Cfp
(215) 699-1050
375 Morris Rd
Lansdale, PA
Edward Jones
(814) 274-2209
213 N Main St
Coudersport, PA
Pennsylvania Investment Advisors
(610) 975-4316
5 Radnor Corporate Ctr
Radnor, PA

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Almost half of all households in the United States invest in mutual funds.* Whether you are part of that group or considering investing for the first time, it’s important to understand the fundamentals of this widely held investment product.

Introduction to Mutual Funds

When you invest in a mutual fund, your money is combined with the money of many other investors. Professional fund managers use this pool of money to create a portfolio of investments, which may include:

  • Stocks: ownership shares in publicly held companies
  • Bonds: interest-bearing certificates issued by governments and corporations 
  • Money Market Securities: short-term instruments, such as U.S. Treasury bills and certificates of deposit, that mature in less than one year


Each mutual fund has specific investment goals that can range from long-term growth to current income. In addition, a fund may invest in specific types of investments to reach its goals, such as dividend-paying stocks, international investments or long-term bonds.

Owning shares of a mutual fund is similar in some ways to owning shares of stock in an individual company. The mutual fund company will ask you to vote for its board of directors and to help determine other company matters. The mutual fund also may pay you dividends from the securities in which it invests or capital gains that the fund made from selling securities.

Meaning of Share Price and Total Return

A mutual fund’s share price, which is referred to as its net asset value or NAV, is determined at each day’s market close. The price reflects the closing value of all of the investments the fund holds in its portfolio on that day.

Like stocks, the daily price of a mutual fund may go up or down. A fund’s share price can give you an idea of how a fund is performing on a day-to-day basis.

A fund’s total return shows you how much the fund’s shares appreciated or depreciated over the long term and takes into account any distributions of dividends or capital gains. Total return generally is stated as an annual percentage rate.

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Click here to read the rest of the article at YoungMoney.com.

Featured Local Company

A.G. Edwards & Sons, Inc.

(215) 231-7500
1717 Arch St
Philadelphia, PA

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- Mutual Funds Connellsville PA
- Mutual Funds Conshohocken PA
- Mutual Funds Coraopolis PA
- Mutual Funds Cranberry Twp PA
- Mutual Funds Darby PA
- Mutual Funds Dillsburg PA
- Mutual Funds Downingtown PA
- Mutual Funds Doylestown PA
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- Mutual Funds East Stroudsburg PA
- Mutual Funds Easton PA
- Mutual Funds Elizabethtown PA
- Mutual Funds Elkins Park PA
- Mutual Funds Ellwood City PA
- Mutual Funds Emmaus PA
- Mutual Funds Ephrata PA
- Mutual Funds Erie PA
- Mutual Funds Exton PA
- Mutual Funds Feasterville Trevose PA
- Mutual Funds Gettysburg PA
- Mutual Funds Gibsonia PA
- Mutual Funds Glenshaw PA
- Mutual Funds Glenside PA
- Mutual Funds Greensburg PA
- Mutual Funds Hanover PA
- Mutual Funds Harleysville PA
- Mutual Funds Harrisburg PA
- Mutual Funds Hatboro PA
- Mutual Funds Hatfield PA
- Mutual Funds Havertown PA
- Mutual Funds Hazleton PA
- Mutual Funds Hershey PA
- Mutual Funds Hollidaysburg PA
- Mutual Funds Hummelstown PA
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- Mutual Funds Jeannette PA
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- Mutual Funds Johnstown PA
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- Mutual Funds Langhorne PA
- Mutual Funds Lansdale PA
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- Mutual Funds Latrobe PA
- Mutual Funds Lebanon PA
- Mutual Funds Lehighton PA
- Mutual Funds Levittown PA
- Mutual Funds Lewistown PA
- Mutual Funds Lititz PA
- Mutual Funds Lock Haven PA
- Mutual Funds Manheim PA
- Mutual Funds Marcus Hook PA
- Mutual Funds Mc Kees Rocks PA
- Mutual Funds Mckeesport PA
- Mutual Funds Meadville PA
- Mutual Funds Mechanicsburg PA
- Mutual Funds Media PA
- Mutual Funds Monroeville PA
- Mutual Funds Morrisville PA
- Mutual Funds Nazareth PA
- Mutual Funds New Castle PA
- Mutual Funds New Cumberland PA
- Mutual Funds New Kensington PA
- Mutual Funds Newtown PA
- Mutual Funds Newtown Square PA
- Mutual Funds Norristown PA
- Mutual Funds North Wales PA
- Mutual Funds Oil City PA
- Mutual Funds Palmyra PA
- Mutual Funds Perkasie PA
- Mutual Funds Philadelphia PA
- Mutual Funds Phoenixville PA
- Mutual Funds Pittsburgh PA
- Mutual Funds Pittston PA
- Mutual Funds Pottstown PA
- Mutual Funds Pottsville PA
- Mutual Funds Punxsutawney PA
- Mutual Funds Quakertown PA
- Mutual Funds Reading PA
- Mutual Funds Red Lion PA
- Mutual Funds Royersford PA
- Mutual Funds Scranton PA
- Mutual Funds Selinsgrove PA
- Mutual Funds Sewickley PA
- Mutual Funds Shippensburg PA
- Mutual Funds Southampton PA
- Mutual Funds State College PA
- Mutual Funds Stroudsburg PA
- Mutual Funds Telford PA
- Mutual Funds Uniontown PA
- Mutual Funds Upper Darby PA
- Mutual Funds Verona PA
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- Mutual Funds Washington PA
- Mutual Funds Wayne PA
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- Mutual Funds West Mifflin PA
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- Mutual Funds Whitehall PA
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- Mutual Funds Williamsport PA
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- Mutual Funds York PA
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