Twa kɔ nsɛm atitiriw so
Log in
Sign up for FREE
arrow_back
Laabri

Lesson 7: Deep Dive Into Funds

star
star
star
star
star
Last updated about 3 hours ago
2 Nsɛmmisa
Hyɛ no nsow a efi ɔkyerɛwfo no hɔ:

Learning Objectives

Students will be able to:

  • Identify the differences between mutual funds, index funds, exchange-traded funds, and target date funds

  • Explain the advantages and disadvantages of investing in mutual funds, index funds, exchange-traded funds, and target date funds

National Standards for Personal Financial Education

 Investing

  • 6b: Discuss the pros and cons of investing in a diversified mutual fund versus investing in a small number of individual stocks

  • 6d: Explain how target date retirement funds reallocate investments over time to meet their investment objective

  • 7a: Discuss how the expenses associated with buying and selling investments can impact rates of return and investment outcomes

  • 7b: Compare the expense ratios for several mutual funds

  • 7c: Explain why an actively managed mutual fund usually has a higher expense ratio than an index fund

  • 13c: Discuss the advantages of investing in an exchange traded fund (ETF) that tracks a market index rather than investing in actively managed mutual funds or individual stocks and bonds

Learning Objectives

Students will be able to:

  • Identify the differences between mutual funds, index funds, exchange-traded funds, and target date funds

  • Explain the advantages and disadvantages of investing in mutual funds, index funds, exchange-traded funds, and target date funds

National Standards for Personal Financial Education

 Investing

  • 6b: Discuss the pros and cons of investing in a diversified mutual fund versus investing in a small number of individual stocks

  • 6d: Explain how target date retirement funds reallocate investments over time to meet their investment objective

  • 7a: Discuss how the expenses associated with buying and selling investments can impact rates of return and investment outcomes

  • 7b: Compare the expense ratios for several mutual funds

  • 7c: Explain why an actively managed mutual fund usually has a higher expense ratio than an index fund

  • 13c: Discuss the advantages of investing in an exchange traded fund (ETF) that tracks a market index rather than investing in actively managed mutual funds or individual stocks and bonds

0
Asemmisa {{asɛmmisaAhyɛnsode}}
1.

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.

ACTIVITY: COMPARE: Types of Investment Funds

As you’ve learned, many investors choose to invest in a fund instead of choosing individual stocks and bonds. In this activity, you’ll learn about four types of investment funds. Follow the directions on the worksheet to complete this activity.

  1. Create a copy of the activity guide above

  2. Use the share button in the upper right to get a link to your copy of the activity guide

  3. Complete the activity guide as instructed

0
Asemmisa {{asɛmmisaAhyɛnsode}}
2.

What is the link to your activity guide?