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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.
Shareholder reports · All lessons
Use the prospectus, shareholder report and holdings to investigate a fund.
Intermediate
A shareholder report shows what happened during a reporting period. Read it alongside the prospectus to compare the fund's stated approach with its results, costs and...
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