Making Money in Mutual Funds
Price: $ 329.00 (USD)
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Course Description
With over 113,000 mutual funds available worldwide, including over 9,000 in the U.S., the odds of making a serious financial mistake are enormous. This is a volatile world where "bargains" can be quite expensive, "can't miss" funds disappear overnight and "hot tips" morph into cold clunkers. There are no sure things here, no guarantees, no safety nets. It is no place for the timid, the unwary or the uninformed. To survive you need survival skills - and a savvy guide who knows the terrain. Robin J. Thurston is such a guide. He is Vice president, Global Director of Research for Lipper, one of the four key mutual fund ratings services devoted to evaluating mutual funds worldwide In Understanding Mutual Funds ™ - Thurston reveals the tricks of the trade that experts rely on to evaluate and purchase their own mutual funds. If you're a serious investor, this is must-have information.
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Course Outline
1. Mutual Fund Basics
· The four primary advantages and five biggest disadvantages of mutual funds
· The four different types of funds
· Load vs. no-load funds
· How to evaluate funds and managers
2. The Fund's Business
· Mutual fund expenses
· Front-end vs. back-end charges
· Fund operating expenses and fees
· Analyzing costs
3. Evaluating Fund Managers and Fund Performance
· The qualities of good fund managers
· Relative vs. absolute performance
· Differences among the 4 most popular mutual fund rating services
· Risk-adjusted measures of performance
4. Your Portfolio
· 5 basic concepts for assessing your personal risk profile
· 5 key aspects of your personal risk profile
· Risk vs. return
· 5 common metrics for evaluating and selecting mutual funds
5. Your Action Plan
· Finding a fund to buy
· Monitoring your fund
· When to sell your fund
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· The four primary advantages and five biggest disadvantages of mutual funds
· The four different types of funds
· Load vs. no-load funds
· How to evaluate funds and managers
2. The Fund's Business
· Mutual fund expenses
· Front-end vs. back-end charges
· Fund operating expenses and fees
· Analyzing costs
3. Evaluating Fund Managers and Fund Performance
· The qualities of good fund managers
· Relative vs. absolute performance
· Differences among the 4 most popular mutual fund rating services
· Risk-adjusted measures of performance
4. Your Portfolio
· 5 basic concepts for assessing your personal risk profile
· 5 key aspects of your personal risk profile
· Risk vs. return
· 5 common metrics for evaluating and selecting mutual funds
5. Your Action Plan
· Finding a fund to buy
· Monitoring your fund
· When to sell your fund
More Information
| Language | English |
| Course Length | 4.00 hours |
| Duration of Access | 3 months |
| Instructor | Robin Thurston: V.P. Global Director of Research, Lipper Ratings |
| Vendor | Wall Street University |
| Course Certification | None |
| Prerequisites/Audience | None |
| Requirements/Materials Included | none |
Price: $ 329.00 (USD)
Add to Cart