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Liquidity, derivatives and alternative mutual funds
Some mutual funds use derivatives, less liquid assets or alternative strategies. These techniques can change the sources of return and introduce risks that are not obvious...
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Mutual Funds Investment Guide
Understand how mutual funds work, compare their costs and risks, and build a disciplined investment process. Follow eight stages from pooled ownership to portfolio construction and ongoing research.
Start with What you own when you buy a mutual fund, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Complex strategies · All lessons
Understanding Fund Risks
Investigate concentration, credit, currencies, liquidity and complex strategies.