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FOLITIC / Mutual Funds
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.
Dealing · All lessons
Understand pooled ownership, pricing, subscriptions and distributions.
Beginner
A mutual fund transaction has several stages: eligibility, order acceptance, pricing and settlement. Checking each stage helps avoid buying the wrong share class or expecting cash...
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