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FOCUS QUESTION FOR THIS SECTION

  • How do mutual funds meet investors’ personal financial goals?

Investing

Section 3: Mutual Funds

SECTION DESCRIPTION
Investors have the option to invest in mutual funds. In these lessons, students learn about this investment option, its advantages and disadvantages, and how to evaluate mutual funds as an investment option.

A mutual fund is a group of diversified securities that have the same objective, invested in by several investors and managed by a professional portfolio manager.

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LESSON OBJECTIVES

  • Define a mutual fund. Identify parts of a mutual fund prospectus.

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LESSON OBJECTIVE

  • Compare mutual funds and stocks as investing mediums.

  • Describe diversification as it applies to mutual funds.

  • Explain two benefits of investing in mutual funds.

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LESSON OBJECTIVES

  • Rank investments according to the amount of risk associated with each investment.

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 LESSON OBJECTIVES

  • Analyze various mutual funds and determine how a mutual fund’s objective relates to an investor’s financial goal.

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LESSON OBJECTIVES

  • Create a mutual fund based on an investor’s financial goal.

  • Create a mutual fund portfolio for a specific person (child, teen, college student, adult employee, retiree).

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