Evaluating Mutual Funds and ETFs

09/18/2019
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6:30 pm - 9:30 pm MST
Colorado Free University
7653 E 1st Place
Denver, Colorado
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Cost: $41.00

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Registration is made with Colorado Free University.  Price listed is for non-members of CFU.  CFU members receive a $12 discount on this class.

 

Description

Pesented in three parts, starting with basic terms used in mutal funds and ETFS, followed by an approach to screening for funds, what criteria to enter into a screener, and how to evaluate the results. Using Morningstar data sheets, we look at metrics for individual funds, and how to get the most from the information provided. We discuss the importance of diversification in selecting funds, with examples of diversified portfolios for various risk levels.

The final portion is an on-line demonstration of using the Morningstar web site to search for appropriate choices.  Attendee participation and questions are encouraged.

This class will help you make informed choices about fund selections, based on your objectives and risk tolerance.

Presented by volunteers and directors of Rocky Mountain Chapter, Better Investing

Prerequisite

None

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