Investments 6: Mutual Fund Basics

Learning Outcomes

There are six objectives for this section:
A. Explain the Advantages and Disadvantages of Mutual Funds
B. Describe the Different Types of Mutual Funds
C. Describe the Different Classes of Mutual Fund Shares
D. Calculate Mutual Fund Returns
E. Know How to Purchase a Mutual Fund
F. Explain the Costs of Investing in Mutual Funds

Chapter Reading

Please read the chapter on "Investments 6: Mutual Fund Basics" (PDF)


Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.





Here are the assignments for "Investments 6: Mutual Fund Basics"



The following learning tools may be helpful with this chapter:

Possible Benchmarks for Investment Plans

After-Tax, Equivalent Taxable Yield, and After-Inflation Returns


Additional Materials