 | Analyze mutual funds using eighteen important criteria. |
| Compare and contrast the four main mutual fund classifications and their overall objectives. |
| Recognize key characteristics of various types of bond funds. |
| Apply a formula to determine the taxable equivalent return of a tax free bond fund. |
| Assess popular types of stock mutual funds and key characteristics of each. |
| Discover the impact managers, fund start date, and asset size have on performance. |
| Differentiate between management fees, administrative and operating costs, and 12b-1 fees. |
| Identify the differences between load versus no load funds and the effect loads have on funds. |
| Discuss key factors that can impact a fund’s performance. |
| Rate a mutual fund’s volatility using three risk measurements. |
| Evaluate fund holdings for portfolio overlap. |
| Complete an Analysis Worksheet using a Morningstar report. |
| Uncover legitimate reasons to consider selling mutual fund shares. |
| Calculate the tax consequences of a mutual fund sale. |
