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Institution:
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Widener University-Main Campus
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Subject:
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Description:
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This course provides an in-depth analysis of investment opportunities in mutual funds. It presents a clear understanding of the basic concepts and terms, as well as the complexities of evaluating mutual funds. In addition, topics include the structure and working of a typical fund, what a fund's total return actually means, the role of various entities (e.g., fund manager, custodian, distributor) in operating a fund, fees and expenses associated with investing in funds, services available to shareholders, and performance measurements to be examined and compared before investing. This course would enable students to understand the tools necessary to select a mutual fund that will-given the investment objective, risk tolerance, and time horizon-be the top performer in its group or sector. Prerequisite: FIN 303. 3 semester hours
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Credits:
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3.00
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Credit Hours:
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Prerequisites:
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Corequisites:
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Exclusions:
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Level:
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Instructional Type:
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Lecture
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Notes:
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Additional Information:
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Historical Version(s):
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Institution Website:
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Phone Number:
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(610) 499-4000
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Regional Accreditation:
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Middle States Association of Colleges and Schools
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Calendar System:
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Semester
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