Account Information

Financial Statement Statement of Financial Position
Normal Balance Debit

Definition

Units in mutual funds managed by financial institutions

Common Journal Entries

Invested in mutual fund

Dr. Mutual Funds
Cr. Bank Account

Received fund dividends

Dr. Bank Account
Cr. Dividend Income

Sold fund units at a gain

Dr. Bank Account
Cr. Mutual Funds
Cr. Gain on Investment Sale

Impairment of mutual fund units

Dr. Impairment Loss
Cr. Mutual Funds

📐 IFRS vs US GAAP Accounting Treatment

IFRS IFRS 9 Financial Instruments
US GAAP ASC 946 Financial Services - Investment Companies

❓ Frequently Asked Questions

Q: What are mutual funds?

A: Units in mutual funds managed by financial institutions, investing in a diversified portfolio of securities.