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

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