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How are Mutual Funds Classified?

Mutual funds can be described, categorized, and screened using the various criteria involved in their construction and maintenance. When investors look for mutual funds, it may be useful to incorporate a mutual fund screener from a website.

There are many criteria by which you can classify a mutual fund, such as investment style, market capitalizations of stocks in the fund, the industry sector or region in which the fund focuses, as well as the size of the expenses or type of sales load. Is the fund geared toward the short-term or long-term? Does it have a high turnover ratio?

Is it an allocation fund, made up of other funds? Does it use growth stocks or value stocks? All of these variables, in addition to the updated performance information, will be present in a good screener, and it can certainly help investors navigate the wide world of mutual funds.

What is Mutual Fund Classification According to Market Capitalization?
What is Mutual Fund Classification According to the Price to Earnings Ratio?

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