Fund Basics & Glossary
Investing doesn’t have to be complicated. This section breaks down some of the most common investment types and terms in a clear and simple way.
Whether you’re new to investing or looking to refresh your knowledge, these explanations will help you better understand how different investment options work—and how they can fit into your financial goals.
Mutual Funds
A mutual fund pools money from multiple investors to invest in a diversified portfolio of assets such as stocks, bonds, or money market instruments. →
REITs
A Real Estate Investment Trust (REIT) owns, operates, or finances income-producing properties, providing access to real estate markets. →
ETFs
An Exchange-Traded Fund (ETF) combines features of mutual funds and stocks, offering diversified exposure with the flexibility of exchange trading. →