Franklin Templeton Investments
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Investor Education

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Fund Basics

Understanding Mutual Funds
Understanding Mutual Funds
  • What is a Mutual Fund?
  • How Mutual Funds Can Earn You Money
  • Mutual Fund Investing Styles
Our Perspective:
Conversations with your financial advisor are more fruitful when you understand these fund basics.
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Getting Started with Mutual Funds
Getting Started with Mutual Funds
  • How To Get Started
  • Fees and Expenses
  • Share Classes
Our Perspective:

Mutual funds provide a variety of services and benefits. Investors should understand the fees and expenses associated with investing in mutual funds.

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Equity Mutual Funds
  • What's a Stock?
  • Stocks' Strong Return Potential
  • The Benefits of Equity Mutual Funds
Our Perspective:

Chances are that you have at least one long-term financial goal. Whether it's saving for retirement or college for your kids, equity mutual funds may help you reach your financial aspirations.

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Fixed-Income Funds
  • How Bonds Work
  • Types of Bonds
Our Perspective:

Fixed income funds can provide income and diversification to almost any portfolio.

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Global Mutual Funds
  • Investment Opportunities Worldwide
  • Global vs. International
  • Global Diversification
Our Perspective:

Investing in equities outside the U.S. can add diversification and growth to a portfolio of domestic holdings.

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Money Funds
  • Understand Money Funds
  • Taxable vs. Tax-Exempt Money Funds
Our Perspective:

These funds seek current income and preservation of capital while providing access to cash.

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Reading the Prospectus
  • What is a Mutual Fund Prospectus?
  • The Summary Prospectus
  • Your Shareholder Account
Our Perspective:

An understanding of the funds you invest in is crucial to creating a portfolio that's right for you. In a prospectus, you'll find all the important facts relating to your mutual funds.

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Reading a Shareholder Report
  • Semiannual and Annual Shareholder Reports
  • Performance Summary
  • Financial Statements
Our Perspective:

By reviewing shareholder reports, an investor can get a more in-depth view of the performance, strategies and investments of a mutual fund.

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