tailieunhanh - 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 Copyright .

• Tài chính doanh nghiệp
• Personal finance
• Lecture Personal finance
• Financial planning process
• Financial plans
• Mutual funds
• Traded funds
• Focus on personal finance
• Financial skills
• Personal financial planning
• Financial planning
• Financial decisions
• Money management skills
• Money management
• Personal financial statements
• Personal financial process
• Financial goals
• Financial statements
• Personal balance sheet
• Personal financial
• Lecture Personal financial planning
• Characteristics of finance
• Finance tools
• Consumer credit
• Finance charge
• Protecting your credit
• Household finance
• Household structure
• Financial plan
• Calculate taxable income
• Calculate taxes owed
• Financial services
• Payment account
• Payment services
• Closed end credit
• Smart cards
• Consumer purchasing strategies
• Practical purchasing strategies
• Implied warranty
• Financing housing
• Rental activities
• Home buying process
• Automobile insurance
• Insurance company
• Insurance program
• Disability income insurance
• Health insurance sources
• Life insurance
• Stock life insurance companies
• Investing basics
• Evaluating bonds
• Investment program
• Investing in stocks
• Preferred stock
• Evaluate stock investments
• Common stocks
• Investing in mutual funds
• Mutual fund
• Open end funds
• Estate planning
• Starting early
• Tax sheltering
• Income taxes
• Taxable income
• Managing cash
• Purchasing decisions
• Rental option