Course Objectives:

• Categorize over a dozen different types of funds.
• Review the caveats of mutual fund ratings and performance numbers.
• Discover why one needs to look beyond returns when selecting mutual funds.
• Analyze three important measurements of risk.
• Evaluate and compare costs of mutual funds.
• Learn how to choose tax efficient mutual funds.
• Identify the new SEC disclosure rules for mutual fund companies.
• Review six key tax tips when investing in mutual funds.
• Minimize mutual fund capital gain distributions.
• Determine the tax cost basis for mutual fund shares.
• Find out how many funds you should own.
• Avoid eight common mutual fund investing mistakes.
• Compare investing in individual stocks vs. mutual funds.
• Uncover legitimate reasons to consider selling mutual fund shares.

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