Analyzing & Investing in Mutual Funds

Description
Participants attending this course will gain confidence in their ability to identify and evaluate crucial mutual fund information.

Audience
Recommended for those who desire an efficient way to research and interpret mutual fund information in order to determine suitable fund selections.

Materials
Each participant will receive a 60-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Duration
4 hours

Objectives

• Analyze mutual funds using eighteen important criteria.
• Compare and contrast the four main mutual fund classifications and their overall objectives.
• Recognize key characteristics of various types of bond funds.
• Apply a formula to determine the taxable equivalent return of a tax free bond fund.
• Assess popular types of stock mutual funds and key characteristics of each.
• Discover the impact managers, fund start date, and asset size have on performance.
• Differentiate between management fees, administrative and operating costs, and 12b-1 fees.
• Identify the differences between load versus no load funds and the effect loads have on funds.
• Discuss key factors that can impact a fund’s performance.
• Rate a mutual fund’s volatility using three risk measurements.
• Evaluate fund holdings for portfolio overlap.
• Complete an Analysis Worksheet using a Morningstar report.
• Uncover legitimate reasons to consider selling mutual fund shares.

The Course Fee includes

• 4 hour Interactive  training session
• All training materials
• Glossary of related  financial terms
• Refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.