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Mutual Fund Education Center
This section covers mutual fund education designed to help beginners and professionals alike. There are many aspects of mutual funds an investor should understand before a mutual fund purchase is made. The information below will help you understand how an investment in a mutual fund makes money.


You make money from your mutual fund investment when:

  • The fund earns income on its investments, and distributes it to you in the form of dividends.
  • The fund produces capital gains by selling securities at a profit, and distributes those gains to you.
  • You sell your shares of the fund at a higher price than you paid for them.

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