Course Description:

Participants attending this course will gain more in-depth knowledge of important factors when selecting mutual fund investments. By using real life publications and examples, participants will attain important skills for future investment selections.

Course Objectives:

• Learn to compare mutual fund performance to peer funds and indexes.
• Evaluate expense ratios for all types of mutual funds.
• Identify hidden sales charges in many so called "no load" mutual funds.
• Utilize valuable mutual fund selection tips.
• Discover if a fund's name is misleading.
• Determine the fund's investment "style."
• Read any mutual fund prospectus in two minutes.
• Practice using a Morningstar report to research mutual funds.

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