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Intro to Mutual Funds Presentation (Financial Literacy)

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Product Rating
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PDF (Acrobat) Document File

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1 MB|25 pages
Product Description
Financial Literacy: Mutual Funds -

This informative presentation is an easy-to-understand review of basic concepts and terms that are used every day in the financial world when discussing mutual funds. Students will learn what a mutual fund is, how they are managed, as well as the advantages and disadvantages of investing in mutual funds.

This lesson is part of a money saving bundle. Click here to view.

Topics covered in Intro to Mutual Funds include...

What is a mutual fund?
How do mutual funds work?
What is the job of the fund manager?
What are the different types of funds available to investors?
What is the difference between actively and passively managed funds?
How risky are mutual funds?
Mutual funds and retirement programs
Load and no-load funds
Staying informed by researching, choosing and tracking your investments.

**Aligned with National Personal Finance Standards

Companion Assignments

Intro to Mutual Fund Task Cards

Intro to Mutual Funds Test

This lesson is part of a unit on Investing

This lesson is part of a dynamite unit on Investing. The complete unit is a great hands-on way to teach students the ins and outs of researching, selecting, and tracking stock and mutual funds. It is loaded with fun, hands-on lessons, informative presentations, crosswords, and on-line flashcards, games and quizzes.

Click here to view all of the lessons in the INVESTING UNIT.

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Keywords: Investing, Stock Market, Mutual Funds, Stock Game, Personal Finance, Money, Lesson Plans, Internet Activities, Games, Task Cards, Flashcards, Fun Stuff
Total Pages
Answer Key
Teaching Duration
40 minutes
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