Synopsis
Investing Fundamentals: Mutual Funds explains to users how to choose and invest in mutual funds.

Audience
This course is for anyone who is interested in learning more about the ways to grow their money using stocks bonds and mutual funds.

Time
5 hours

Product Code: IVFC05
After completing Investing Fundamentals: Mutual Funds the user should be able to:

Distinguish between types of funds
Analyze mutual funds
Choose mutual funds
Buy and sell shares in mutual funds

Introducing Mutual Funds
The mutual fund phenomenon
How a mutual fund works
Buying funds
Benefits of mutual funds

Stock Funds
Matching funds to your goals
Mixing stocks and bonds

Bond Funds
Defining bond funds
Factors for bond fund investing
Factors and types of funds
Bond funds vs. individual funds

Analyzing Mutual Funds
Gathering information
The goal of fund research
Reading a prospectus
Reading annual reports

Fund Evaluations and Online Research
Getting fund evaluations
Reading fund evaluations
Checking a fund's statistical rank
Mutual funds meet the Internet

Choosing a Mutual Fund
Deciding between load and no-load funds
Matching your funds your goals and your investment horizons
Examining a fund's asset size
Avoiding common mistakes

Reviewing Fund Investing
Buying mutual fund shares
Selling mutual fund shares
Reviewing your funds
Deciding to sell fund shares

This course has the following features:

Exercises that allow users to explore how a course topic applies to their own real-world situations
A file containing the text of the exercises
A glossary
A Skill Assessment


 

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