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FINANCIAL MARKET COURSES

Mutual Funds (US) – An Introduction

A mutual fund is an investment company that pools together money from many investors and invests it in stocks, bonds, or other securities. They offer investors a relatively easy and efficient means of accessing the capital markets, and are easily the most popular type of Investment Company in the United States.

 

This course looks at the fundamentals of mutual funds, describing among other things their basic structure and regulation, pricing and performance measures, and the different categories on offer from relatively risk-free money market funds to more risky stock and hybrid funds.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Describe the basic features and characteristics of US mutual funds

    Distinguish between the different categories of mutual fund, namely stock (and stock index) funds, bond funds, money market funds, and hybrid funds

  • COURSE OUTLINE

    Topic 1: Overview of Mutual Funds

    Mutual Funds- A Form of Investment Company

    What is A Mutual Fund?

    The Popularity of Mutual Funds

    Key features of Mutual Funds

    o Price

    o Returns

    o Diversification

    o Management

    o Costs

    o Regulation

    Topic 2: Types of Mutual Fund

    Categories of Mutual Fund

    o Stock (equity) Funds

    • Funds Defined by Investment Strategy

    • Funds Defined by Market Cap

    • Funds Defined by Region

    • Funds Defined by Sector

    • Stock Index Funds

    o Bond (Fixed Income) funds

    o Money Market Funds

    o Hybrid Funds

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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