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Lecture Personal finance - Chapter 13: Investing in mutual funds, ETFS and real estate

This chapter describe basic features and operating characteristics of a mutual funds and exchange traded funds; differentiate between open- and closed-end mutual funds as well as exchange traded funds, and discuss the various types of fund loads and charges; discuss types of funds available to investors and the different kinds of investors services offered by mutual funds and exchange traded funds;. | PFIN 4 Investing in Mutual Funds, ETFs and Real Estate 13 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. GITMAN/ JOEHNK/ BILLINGSLEY Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Describe basic features and operating characteristics of a mutual funds and exchange traded funds Differentiate between open- and closed-end mutual funds as well as exchange traded funds, and discuss the various types of fund loads and charges Discuss types of funds available to investors and the different kinds of investors services offered by mutual funds and exchange traded funds LEARNING OUTCOMES PFIN4 | CH13 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in | PFIN 4 Investing in Mutual Funds, ETFs and Real Estate 13 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. GITMAN/ JOEHNK/ BILLINGSLEY Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Describe basic features and operating characteristics of a mutual funds and exchange traded funds Differentiate between open- and closed-end mutual funds as well as exchange traded funds, and discuss the various types of fund loads and charges Discuss types of funds available to investors and the different kinds of investors services offered by mutual funds and exchange traded funds LEARNING OUTCOMES PFIN4 | CH13 Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Gain an understanding of the variables that should be considered when selecting funds for investment purposes Identify the sources of return and calculate rate of return earned on an investment in a mutual fund as well as evaluate the performance of an exchange traded fund Understand the role that real estate plays in a diversified investment portfolio along with basics of investing in real estate, either directly or indirectly LEARNING OUTCOMES (continued) PFIN4 | CH13 Mutual Funds and Traded Funds Copyright ©2016 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Mutual fund Financial services organization that receives money from its shareholders Invests funds in a diversified portfolio of securities Exchange traded fund (ETF) Investment company whose shares trade on stock exchanges Shares can be bought and sold throughout the day PFIN4 | CH13 Exhibit 13.1 Copyright .