Level 5 - Mutual Fund Investing Masterclass

About Level 5 - Mutual Fund Investing Masterclass

This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.

The Mutual Fund Investing Masterclass Program is a program that

aims to help you

achieve your financial goals in life.

The primary objective of the Level 5 - Mutual Fund Investing Masterclass is to give you a

deeper understanding of index funds and exchange traded funds.

So, by the time you are done with this course, you will have a

far better understanding of index funds and exchange traded funds compared to the average mutual fund investor.

Following are the topics covered in this course :

Understanding Index Funds:

Quick History

Active Vs Passive

The Index Fund

Primary Objective

Assumptions

Diversified Portfolio

Low Cost

Low Portfolio Churn

No Managerial Risk

Returns

Risk

Suitability

Understanding ETFs

Quick History

The ETF

Index Fund Vs ETF

Low Cost

Liquid

Diversified Portfolio

Tax Efficient

No Exit Loads

Active Vs Passive ETFs

Returns

Risk

Suitability

Anatomy of an ETF

The ETF

The Authorized Participant

Creation

Redemption

Demand & Supply Economics of ETFs

Types of Index Funds & ETFs

Broad Market Based

Bond Based

Strategy Based

Market Cap Based

Foreign Market Based

Dividend Focused

Sectoral

Currency Based

Commodity Based

Actively Managed ETFs

Issuer Based (Ex : Minicipal Bonds)

Leverage Based

Key Concerns

Opportunity Cost

Tracking Error

Valuation Risk

Missed Assets

Active Vs Index Funds

Market Risk

Lack of Control

Limited Strategies

Cost - Index Vs ETFs

Dividend Distribution - Index Funds Vs ETFs

Cash Balance Requirement in Index Funds

Action Steps

Investing in Index Funds & ETFs Standard Disclaimer : The material presented here is for educational purposes only. Please do your own proper due diligence. There are risks involved in markets and mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.