Saturday, November 18th, 2017

Mutual Funds 101 Booklet

January 20, 2012 by  
Filed under Finance for youth, Investing, Mutual Funds

Dynamic Funds has created an easy to read booklet explaining many of the basics of mutual funds.  To give you an idea of what is in the booklet, I have copied its table of contents below.

Mutual funds: What they are and how they work

1. History of Dynamic Funds

2. Why invest in a mutual fund?

3. How does a mutual fund work?

4. What is a prospectus?

5. Do mutual funds charge fees?

Performance and taxation

6. How do I make money on a mutual fund?

7. How am I taxed on mutual funds?

8. Tax sheltering with RRSPs

9. How can I track my fund’s performance?

10. What is asset allocation?

Understanding risk

11. What are the risks of investing in mutual funds?

12. How is my money protected?

Types of funds

13. What are the different fund types?

Buying and investing strategies

14. How do I buy a mutual fund?

15. How long should I hold a mutual fund?

Frequently Asked Questions

Glossary

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