How to Read a Mutual Fund Prospectus

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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.

Speaker

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.

Presenters

Michael Gutter

Event Materials

Watch the Recording on YouTube

Presentation Slides (PDF)

Presentation Slides (Slideshare)

OneOp recorded webinar: Investing For Your Future – Part 1: Basic Concepts & Investment Products

OneOp recorded webinar: Investing For Your Future – Part 2: Mutual Funds & Tax-Deferred Investments