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What You Should Know About Mutual Funds and Hedge Funds 
 
by L M Kensington October 04, 2005

But Very Different

Mutual funds and hedge funds are similar but have major differences.

  • Entry. Mutual funds are for everybody, but hedge funds are for a few sophisticated investors only.
  • Structure. Mutual Funds can be open-ended or closed. Hedge funds are mostly similar to closed-end funds.
  • Share Price. A mutual fund share can be as low as a few hundred dollars, but hedge funds require millions.
  • Strategy. Mutual funds are conservative, but hedge funds are aggressive.
  • Liquidity. Mutual funds are traded in the market, so you can redeem, or sell your share to the company or to another investor when you need the cash. Hedge funds have lockout periods when you cannot sell your share.
  • Risk. Hedge funds are riskier than mutual funds. You can lose all your investment. Mutual fund risk is lower, and normally you cannot lose everything.
  • Returns. Hedge fund returns, to reward investors for higher risks, are higher than mutual funds, unless the hedge fund is wiped out, in which case your return is zero.

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