Mutual Fund

Most people have neither the time nor interest to research and select individual stocks and bonds for their investment portfolios, and that’s where mutual funds come in. Mutual funds are composed of stocks, bonds and other assets, giving you diversification, which means a decline in value in any one stock or bond won’t significantly hurt your overall return. A handful of well-chosen mutual funds or index funds can offer a diversified portfolio that allows the individual investor to spend his or her time on other pursuits.



    • Understanding of high price volatility and very high market valuation
    • Understanding of sector analyzing and focusing on fast growing sectors
    • Understanding of correlation with international markets, foreign companies and regional and country markets
    • How to diversify your investment without involving too much risks
    • How the returns on investment can increase with the diversification
    • Risk reduction techniques

Course Contents:

    • Understanding Mutual Funds
    • Industry Overview and brief history
    • Net Asset Value (NAV)
    • Fund families
    • Benefits and drawbacks of Mutual funds
    • Equity and fixed income Mutual funds
    • Closed-end funds and Open-ended funds
    • Alternatives to Mutual fund
    • Selecting the right mutual fund
    • Understanding fund objectives
    • Determining risk tolerance
    • Small cap vs. large cap and Value vs. growth
    • Organization of mutual funds
    • Participants in mutual fund
    • Buying and redeeming shares
    • Trends in the mutual fund industry
    • Developments in fund types
    • Future of mutual fund investment

Who should attend this course?

    • Entry level analyst
    • Institutional sales persons
    • Traders
    • Aspiring Portfolio Managers
    • Individual investors
    • Business students/graduates
    • Financial Analysts
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