Your SlideShare is downloading. ×
  • Like
Mutual funds
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Now you can save presentations on your phone or tablet

Available for both IPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Mutual funds

  • 78 views
Published

 

Published in Business , Economy & Finance
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
78
On SlideShare
0
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
1
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide
  • {}

Transcript

  • 1. What is a Mutual Fund?  Brings groups of investors together  Actually buying shares of the fund  Number of shares depend upon investors  Net Asset Value (NAV) issues Data Source: Morningstar Investing Classroom
  • 2. Mutual Fund Benefits  Easy to buy and sell  Financial Advisors  Directly through fund family  Fund Supermarkets (e.g. 401k)  Regulated and Professionally managed Data Source: Morningstar Investing Classroom
  • 3. Quick Quiz  Investing in a stock mutual fund does NOT offer you A. B. C.  Indirect ownership of a group of companies Regulation by the SEC An insured investment Answer is “C” Data Source: Morningstar Investing Classroom
  • 4. Quick Quiz  A fund’s price per share is called its: A. B. C.  Stock price Net Asset Value (NAV) Initial Investment Answer is “B” Data Source: Morningstar Investing Classroom
  • 5. Quick Quiz  Who owns Fidelity Magellan Fund? A. B. C.  Fidelity Fidelity Magellan’s Board of Directors Fidelity Magellan’s shareholders Answer is “C” Data Source: Morningstar Investing Classroom
  • 6. Quick Quiz  Which of the following statements is false? A. B. C.  When you own a fund, you own all the securities in that fund; when you sell the fund, the fund transfers ownership of those securities to you When you own a fund, you pay a manager to choose securities for you You can sell a closed fund, but you cannot buy one Answer is “A” Data Source: Morningstar Investing Classroom
  • 7. Quick Quiz  All mutual funds registered through the Investment Act of 1940 increase the number of shares by IPO’s, secondary offerings, and share repurchases. A. B.  True False Answer is “B” Data Source: Morningstar Investing Classroom
  • 8. Coming Next:   Mutual fund fees and taxes Down the road:    Mutual funds vs. I-shares Best mutual funds of 2002 …and much, much more! Data Source: Morningstar Investing Classroom