Graham Westmacott CFA

Portfolio Manager

Susan Daley CFA

Associate Portfolio Manager
  • T519.880.0888
  • 1.877.517.0888
  • F519.880.9997
  • The Marsland Centre
  • 20 Erb St. W,
    Suite 506
  • Waterloo, Ontario N2L 1T2

What is a Mutual Fund?

October 25, 2017 - 0 comments

When it comes to mutual funds, you’ll often hear polarizing views. Some people think they’re the greatest thing since sliced bread. Others talk about how horrible they are and that you should stay as far away from them as possible! In order to make up your mind for yourself, it’s important to understand what mutual funds are, how they are structured, the fees associated with them, and why they are so popular. In this first video of a many part series, I outline exactly what mutual funds are, briefly discuss why they are popular, and give you an idea of how a portfolio manager decides what to invest in. 


Do you hold mutual funds? Why or why not? I’d love to hear in the comments below!

By: Susan Daley with 0 comments.
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