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Mutual Fund Lesson Plan

Mutual Fund Lesson Plan
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1 MB|15 pages
Product Description
This file contains a PPT on mutual funds and mutual fund research activity. I use this lesson for my Personal Finance course. It could also be used in a Banking and Finance or General Business class.

Objectives of the PPT:
Define mutual funds.
Explain why investors buy mutual funds.
Identify types of mutual funds.
Define exchange traded funds.

In this activity students use the Morning Star website to research various mutual funds. For this assignment, students use the fund name and ticker to research the Net Asset Value, Fund Type, Fee Level, Investment Style, and Asset Allocation.

Following the research segment, students then answer questions about the characteristics of mutual funds, compare mutual funds to individual stocks, explain how a mutual fund makes money, and evaluate the funds they researched.

This product is part of my Investing Unit. The Mutual Fund PowerPoint and Mutual Fund Research Activity can each be purchased separately, or at a discounted price in this bundle. You may also like:
Hands-on Investment Pyramid
Intro to Investing PPT
Creating an Investment Portfolio for a Client and Question Set
Investment and Retirement Test
Investing Quiz

Save $$$ by purchasing this product as part of the Investing Unit Bundle or Investing and Retirement Unit Bundle
Total Pages
15 pages
Answer Key
Teaching Duration
1 hour
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