Advantages:

  • Diversification
  • Professional management
  • Economies of scale
  • Liquidity
  • Variety of investment options
  • Automatic reinvestment

Disadvantages:

  • Fees and expenses
  • No guarantee of returns
  • Limited control
  • Potential for underperformance
  • Tax implications

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

This post will describe the methodology used for different calculations on this website.