--- title: "Who Is the Typical Mutual Fund Owner?" url: https://fundfreebies.com/ description: "Mutual fund education from syndicated columnist Dian Vujovich: weekly columns, Lavine/Liberman commentary, and an alphabetical fund family directory of toll-free numbers." --- # Who Is the Typical Mutual Fund Owner? ## Dian’s Column - [Palm Beach puts philanthropic twist in 'Shark Tank'-like event for kids](https://fundfreebies.com/other/110215.html)If you're like millions of Americans, watching Shark Tank has become a regular family event. And if you're lucky enough to have a child or two…November 2, 2015 - [This is my last Palm Beach Money blog](https://fundfreebies.com/other/100815.html)When I first began writing this blog in the fall of 2008, Wall Street was a very different place. The DJIA closed that year down over 34 percent.…October 8, 2015 - [So you want to be on Shark Tank...](https://fundfreebies.com/other/100715.html)If it weren’t for the hopes and dreams of entrepreneurs and small business owners, there wouldn’t be much money talk going on in America, business…October 7, 2015 - [Budget deficit is down; many stocks, too, so take a trip](https://fundfreebies.com/other/100615.html)There’s so much going on in the world of money that it’s hard to make heads or tails of what’s really happening. Or, whether or not we should be…October 6, 2015 - [When fear and money rule gun control, lives don’t matter much](https://fundfreebies.com/other/100415.html)After the 2012 shooting at Sandy Hook Elementary School that killed 20 children and six adults, I like thousands of others thought for sure…October 4, 2015 - [Rich guys and their pricey shoes](https://fundfreebies.com/other/100215.html)Women with plenty to spend aren’t the only ones who have a love of high-priced shoes—when guys make it big they shop for shoes, too. One…October 2, 2015 - [Scary October kicks off fourth quarter](https://fundfreebies.com/other/100115.html)It’s not just ghosts and goblins twirling around Halloween that can scare us, the reality of a year-end rally to clean up the market mess from the…October 1, 2015 - [Wall Street, Fiat and papal power](https://fundfreebies.com/other/092615.html)They played hooky, took time off from work and came by planes, trains, buses, mini-vans, cars and on foot in hopes of getting a nano-second…September 26, 2015 - [What I learned at my 50th](https://fundfreebies.com/other/092315.html)If you think that headline refers to my 50th birthday, you’d be mistaken. Nope, the 50 here has to do with my 50th high school reunion. In…September 23, 2015 - [Big time dreamers, winners, and losers](https://fundfreebies.com/other/092115.html)Received one of those Publishers Clearing House “urgent, time is running out” packets in the mail last week. Not sure how I got on their mailing…September 21, 2015 - [Give it up on Fed interest rate concerns](https://fundfreebies.com/other/091615.html)More psychically powerful than spaghetti charts warning of the possibility of a coming hurricane, talking heads have been having a heyday…September 16, 2015 - [Laboring Labor Day and the U-6](https://fundfreebies.com/other/090715.html)I’m old enough to remember when most stores and shops were closed on Labor Day. It was part of the deal. Then again, I’m also old enough to…September 7, 2015 ## Lavine/Liberman Commentary - [BEWARE OF END-OF-THE-YEAR MUTUAL FUND INVESTING TRAPS](https://fundfreebies.com/audio3/lavine1.html)The end of the year is when mutual fund investors stand to make more mistakes than any other time. That's because there are several do's and…Lavine/Liberman - [401 (K) MUTUAL FUNDS BETTER THAN RETAIL FUNDS](https://fundfreebies.com/audio3/lavine2.html)Guess what? Mutual funds in 401 (k) plans and those bought through financial advisers may be outperforming mutual funds bought directly from…Lavine/Liberman - [THINK POSITIVE](https://fundfreebies.com/audio3/lavine3.html)Stocks have historically grown at an 11 percent annual rate. But what a way to earn 11 percent!Lavine/Liberman - [FUNDS THAT TAKE LESS RISK AND EARN MORE](https://fundfreebies.com/audio3/lavine4.html)If you could earn 80 percent of the return on the stock market when it does well without losing your shirt in a down market would you do it?Lavine/Liberman - [STAYING PUT IMPROVES INVESTMENT PERFORMANCE](https://fundfreebies.com/audio3/lavine5.html)How long do you hold your mutual funds? One, three, five or 10 years?Lavine/Liberman - [HIGH RETURN LOWER-RISK STOCK FUNDS](https://fundfreebies.com/audio3/lavine6.html)If you could earn the same return as the average stock fund and lose less on the downside, would you do it?Lavine/Liberman - [WHAT'S UP THIS YEAR](https://fundfreebies.com/audio3/lavine7.html)The big question. What are we going to earn on stocks and bonds this year? A few experts suggest what to expect.Lavine/Liberman - [IT'S TOUGHER TO FIND NO-LOAD FUNDS](https://fundfreebies.com/audio3/lavine8.html)Another no-load mutual fund group bites the dust.Lavine/Liberman - [UNDERVALUED SMALL STOCKS](https://fundfreebies.com/audio3/lavine9.html)These days, the over-the-counter stock market is the only place to find rising stock prices. Many companies listed there are beaten-down small…Lavine/Liberman - [WAYS TO PLAY THE MARKET THIS YEAR?](https://fundfreebies.com/audio3/lavine10.html)Looking to make a quick market killing in 2002?Lavine/Liberman ## Fund Reference - [Fund family toll-free directory](https://fundfreebies.com/numbers/numbers.html)An alphabetical listing of fund family toll-free numbers, 581 entries deep.Reference - [Fund family web addresses](https://fundfreebies.com/numbers/sites.html)Search for a fund family’s web site address via this alphabetical listing.Reference - [Fund family ticker reference](https://fundfreebies.com/numbers/symbols.html)Learn about all the funds a fund family offers, its Lipper classification and its ticker symbol.Reference - [My books](https://fundfreebies.com/books/index.html)Straight Talk About Mutual Funds, 101 Mutual Fund FAQs and the 10 Minute Guide to the Stock Market.Books - [Remember this…](https://fundfreebies.com/notes/index.html)Investing in mutual funds doesn’t always take lots of money.Note - [Portfolio manager interviews](https://fundfreebies.com/audio/archive.html)The interview archive of portfolio managers and the funds they ran.Interviews [The full column archive](https://fundfreebies.com/other/archive.html) · [The full Lavine/Liberman archive](https://fundfreebies.com/audio3/archive.html) ## Recently filed [01**AI Task Automation Cloud Sync for Remote Teams: Top 5 Picks**Oct 06, 2026](https://fundfreebies.com/ai-task-automation-cloud-sync-for-remote-teams-top-5-picks/) [02**7 Best Mindset Performance Coaches for Peak Results**Sep 24, 2026](https://fundfreebies.com/7-best-mindset-performance-coaches-for-peak-results/) [03**Who Should I Put as Beneficiary for Life Insurance?**Sep 16, 2026](https://fundfreebies.com/who-should-i-put-as-beneficiary-life-insurance/) [04**How to Invest in Real Estate with Little Money**Sep 16, 2026](https://fundfreebies.com/investing-in-real-estate-with-little-money/) [05**Do You Need an Attorney to Set Up a Trust?**Sep 16, 2026](https://fundfreebies.com/do-i-need-an-attorney-to-set-up-a-trust/) [06**Is a Manufactured Home a Good Investment?**Sep 16, 2026](https://fundfreebies.com/is-a-manufactured-home-a-good-investment/) [07**Life Insurance Options for Seniors Over 75 Without Exams**Sep 16, 2026](https://fundfreebies.com/life-insurance-for-seniors-over-75-no-medical-exam/) [08**Steps to Set Up an Irrevocable Trust**Sep 16, 2026](https://fundfreebies.com/how-to-set-up-an-irrevocable-trust/) More [09**San Diego Real Estate Investment for Family Offices**Sep 14, 2026](https://fundfreebies.com/san-diego-real-estate-investment/) [10**10 Reasons Why IUL Is a Bad Investment**Sep 14, 2026](https://fundfreebies.com/10-reasons-why-iul-is-a-bad-investment/) [11**Decreasing Term Life Insurance: Purpose and Uses**Sep 14, 2026](https://fundfreebies.com/decreasing-term-life-insurance-is-often-used-to/) [12**How Much Should I Contribute to My 401(k)?**Sep 14, 2026](https://fundfreebies.com/how-much-should-i-contribute-to-my-401k/) [13**Estate Planning Attorney Openings in Five Locations**Sep 14, 2026](https://fundfreebies.com/estate-planning-attorney-jobs-near-me/) [14**Should I Hire a Financial Advisor? 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Here’s a one-stop resource for all that data. Please note that not all mutual funds have ticker symbols, although this list contains more than approximately 15,000 of them; not all fund families have web sites, you’ll find about 200. Information was collected from reliable sources and believed to be accurate.