3.07 Deep Dive into Funds

Last updated 7 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:

Draggable item		Corresponding Item
TDF		I am actively managed and usually come with higher fees.
Mutual Fund		I am passively managed and usually come with lower fees.
Index Fund		I can be bought and sold throughout the day.
ETF		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.