This video takes you inside an equity mutual fund—using a real-world example of the Fidelity Magellan Fund—to show exactly what types of assets it holds and how it's structured. You'll gain clarity on how equity funds pick and allocate stocks to meet their investment objectives.

You’ll learn:

• What kinds of securities make up an equity mutual fund portfolio

• How fund managers choose and weight individual stocks

• The concepts of diversification, sector exposure, and turnover

• Fee impact and performance dynamics tied to holdings

• How exam questions frame fund structure and holdings analysis

📘 Related Exams: SIE, Series 6, Series 7, Series 65, Series 66
🧠 Skill Level: Beginner to Intermediate
📈 Topics Covered: Mutual fund holdings, equity portfolios, diversification, fund structure, portfolio analysis