3.07 Deep Dive into Funds

Last updated 2 months ago

3 questions

Note from the author:

Instructions

Warm-Up/Intro:

PROMPT: 1 min
Use the space below to answer the prompt.
One common misconception about funds is that investors own shares of the stocks included in the fund. In reality, you only own shares of the fund itself. Does this influence your view of investing in stocks vs. funds? Explain why or why not.

Do It:

Mutual Funds
Pros and Cons of Investing in Mutual Funds - Smart Asset
What are Mutual Funds and How to Invest in Them? - Investopedia
Index Funds: 
What Is An Index Fund And How Does It Work? - Rocket HQ
Investing in Index Funds: What You Need to Know - Investopedia
ETF's
ETFs vs. mutual funds: Cost comparison - Fidelity
Exchange-Traded Funds - The Balance
Exchange-Traded Fund (ETF): How to Invest and What It Is - Investopedia
TDF's 
Target-Date Funds - Nerdwallet
What Is a Target-Date Fund (TDF)? - Investopedia

Use the resources on the left and others to fill out your section of the account type and be prepared to share with the class.  Each group will present their research with the class and fill in the rest of the chart.  

Each group will share their research to the class.
Everyone in your group should have the chance to present something about your fund.
Use the information from other groups’ presentations to fill out the rest of the table.

Part II: Which Investment Am I?
Match each description with its investment fund from the word bank below.

Draggable item		Corresponding Item
ETF		I am actively managed and usually come with higher fees.
Index Fund		I am passively managed and usually come with lower fees.
TDF		I can be bought and sold throughout the day.
Mutual Fund		I am best for beginner investors who want to build their retirement fund. I don't require a lot of work as an investor and am often referred to as a set-it-and-forget-it fund.

3.07 Deep Dive into Funds

PROMPT: 1 minUse the space below to answer the prompt.One common misconception about funds is that investors own shares of the stocks included in the fund. In reality, you only own shares of the fund itself. Does this influence your view of investing in stocks vs. funds? Explain why or why not.

PROMPT: 1 min

Part II: Which Investment Am I?Match each description with its investment fund from the word bank below.

Which of the four funds seems like a good investment option for you? Why? (Note: You can choose more than one.)

PROMPT: 1 min
Use the space below to answer the prompt.
One common misconception about funds is that investors own shares of the stocks included in the fund. In reality, you only own shares of the fund itself. Does this influence your view of investing in stocks vs. funds? Explain why or why not.

Part II: Which Investment Am I?
Match each description with its investment fund from the word bank below.