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How to Read a Mutual Fund Prospectus
Tue October 21, 2014: 11:00 am-12:30 pm EDT
CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.
In this web conference, we will learn about mutual funds as a tool for long-term savings for families.
We will discuss the elements of a fund and costs associated with funds. We will discuss ways in which mutual funds fit into a military families’ financial plan. We will also learn about performance measures and important characteristics of mutual funds highlighted in the prospectus. Finally, we will learn about ways in which we can make decisions using fund screeners. We will use several case studies to illustrate.
Dr. Michael Gutter will present this 90-minute webinar on behalf of OneOp’s personal finance team.
Dr. Michael Gutter is an Associate Professor, Interim FCS Program Leader, and Financial Management State Specialist for the Department of Family, Youth, and Community Sciences, in the Institute for Food and Agricultural Sciences at the University of Florida. The common theme that connects Gutter’s Research, Teaching and Outreach is helping households achieve financial security. He regularly tweets on personal finance topics under @mikegutter on Twitter.