Valuation

Mutual Fund

A company that pools money from many investors and invests the money in securities.

A mutual fund collects money from thousands of retail investors to purchase a diversified portfolio. Professional money managers handle the portfolio aiming to produce capital gains or income for the fund's investors.

Unlike ETFs, you don't buy mutual funds on the open market from other investors. Instead, you buy and sell shares directly from the fund company at the Net Asset Value (NAV) price, which is calculated exactly once per day after the market closes.

Historically, most mutual funds were actively managed and charged high fees. While index mutual funds exist today with incredibly low fees, they generally lack the intra-day liquidity and tax efficiency found in the ETF wrapper.

Frequently Asked Questions

Should I choose an ETF or a mutual fund?

For taxable brokerage accounts, ETFs are generally preferred because of their superior tax efficiency. However, in workplace 401(k) plans, traditional mutual funds are usually the only available option.

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Disclaimer

The information provided by StressTest.pro is for educational and informational purposes only and does not constitute financial advice. Investment involves risk, including possible loss of principal. Past performance is not indicative of future results. Calculations are based on historical data and statistical approximations.