In the Equity/Mutual Fund panel, you can manually add and change a mutual fund. A mutual fund is a security that gives small investors access to a well-diversified portfolio of equities, bonds and other securities. Each shareholder participates in the gain or loss of the fund. Shares are issued and can be redeemed as needed. The fund's net asset value (NAV) is determined each day.
This article assumes you are familiar with the entity elections that have been made for processing mutual funds.
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