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MUTUAL FUNDS™
 
 
Mutual Funds — Course Outline

In this 5-part WallStreet University program, Robin J. Thurston guides you step-by-step in helping you maximize profits and minimize losses. Among the key secrets he'll reveal are:

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.
The Fund's Business
  • Mutual fund expenses.
  • Front-end vs. back-end charges.
  • Fund operating expenses and fees.
  • Analyzing costs.
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.
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.
Your Action Plan
  • Finding a fund to buy
  • Monitoring your fund
  • When to sell your fund

 
 
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