How to Change a Name on a Mutual Fund Account?

Answer A mutual fund account may be held directly with the mutual fund company or in a third-party brokerage account. A mutual fund owner may need to change the title of the account as a result of marriag... Read More »

Top Q&A For: How to Change a Name on a Mutual Fund Account

How do I account for a mutual fund?

PurchasesKeep track of mutual fund purchases by listing acquisition date, number of shares acquired, total cost and cost per share; include fractions of shares. If dividends are reinvested, new sha... Read More »

Can I reopen a mutual fund account?

It may be possible to reopen a mutual fund account depending on the fund company. If the account has not been closed for too long and the account information has not been purged from the system, it... Read More »

How to Evaluate the Daily Price Change of a Mutual Fund?

When you invest in a mutual fund, you should do so with a long-term approach. The day-to-day movements of the stock market and mutual funds can be extreme, but if you are a long-term investor, thos... Read More »

The Main Similarities & Differences Between a Hedge Fund & a Mutual Fund?

Hedge funds and mutual funds are both investment vehicles and attract investors looking for professional investment management. While hedge funds are set up through private offerings, mutual funds ... Read More »