Investment Companies
Investment Companies > Money Market Funds • Hedge Funds • REITs
The term investment company has two distinct meanings. The
first applies to various types of investment funds and trusts, while the
second refers to Small Business Investment Companies, or SBICs.
Investment companies, in the form of mutual funds, closed-end funds, and unit investment trusts, are popular investment vehicles which offer a variety of features and benefits. Mutual funds, also known as open-end investment companies, can be structured as stock funds, bond funds, or money market funds. Most mutual funds offer new shares to the public on a continuous basis; they are required to redeem outstanding shares at any time upon request, at a price based on the current value of the fund's net assets. Closed-end funds are investment companies which issue a fixed number of shares. These shares are traded on a stock exchange. Unit investment trusts are investment companies which buy and hold a portfolio of stocks, bonds, or other securities. Real estate investment trusts (REITs) are special purpose investment companies which own, finance, and/or operate, income-producing real estate.
Small Business Investment Companies (SBICs) are financial institutions which make equity capital and long-term credit available to small, independent businesses. Since the SBIC program was created in 1958, this public/private partnership has provided financing solutions to more than 100,000 small businesses in the USA. SBICs are private sector firms licensed by the United States Small Business Administration. They typically work with small companies whose financing requirements range between $250,000 and $5 million. SBICs may qualify for government-backed long-term loans in return for pledging to finance only small businesses.
InvestmentCompanies.us provides convenient access to information about these types of investment companies.
Investment Companies and Organizations
These government and private organization websites feature helpful resources for small business and mutual fund investors.- Investment Company Institute
National association of the U.S. investment company industry. Founded in 1940, its membership includes mutual funds, closed-end funds, exchange-traded funds, and unit investment trust sponsors.
www.ICI.org - Small Business Investment Companies (SBIC) Program
Overview of SBICs, public-private partnerships which contribute to an environment where America's entrepreneurs can flourish.
www.SBA.gov - NASBIC
The National Association of Small Business Investment Companies (NASBIC) is the professional association for the Small Business Investment Company (SBIC) industry and a venerable organization of venture capitalists.
www.NASBIC.org - NAREIT
The National Association of Real Estate Investment Trusts is the representative voice for U.S. REITs and other publicly traded real estate companies.
www.NAREIT.com
Investment Advice
Both new and seasoned investors can benefit from the information offered by these popular investment companies and resources. Here you will find a broad range of investing advice, news, and research.
- Fidelity Investments
Financial planning, trading, and investment products and services for the individual investor.
www.Fid-Inv.com - Edgar Online
Leading business information source, specializing in the extraction, packaging and distribution of public company information contained in SEC filings.
www.Edgar-Online.com - Investor Place
Stock investment advice from independent investment advisors.
www.InvestorPlace.com - Forbes Magazine
Leading business magazine features financial and investment news and reports.
www.Forbes.com - The Wall Street Journal
This popular source of business and financial news offers both print and online editions.
www.WSJ.com - Kiplinger.com
Trusted financial advice and business forecasts for more than 75 years.
www.Kiplinger.com - Reuters Financial
Leading financial research and information provider. A Reuters service.
www.Reuters.com/finance - Reuters Fundamentals
Research & information for institutional investors. A Reuters service which was formerly named Multex.
About.Reuters.com/productinfo/fundamentals/ - Bonds Online
Popular online services and information source for fixed income investments.
www.BondsOnline.com - Economist Intelligence Unit
Features global business news and information resources.
www.EIU.com - D&B
Offers business analysis tools and company credit information.
www.DNB.com - Hoover's Online
Comprehensive company, industry, and market intelligence. A D&B service.
www.Hoovers.com - Invest with Value Line
This stock-picking system includes timely information on stocks, mutual funds, options, and convertibles.
www.ValueLine.com
Related Investing Sites
- Investment Brokers - traditional brokers and discount brokers.
- Investment Newsletters - investing news and research reports.
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InvestmentCompanies.us is an information resource website.