Class #17 – Investing Basics – Intro to Investment Funds Part 1 [Video]

Class 17 sections:
0:00 – Class intro & disclaimer
1:04 – The Enron Fraud story
4:29 – The importance of diversification
5:46 – What is an investment fund? How does it work?
6:45 – Basics of investment funds
7:52 – Reminder about fees that funds charge
8:25 – What is a mutual fund? How does it work?
9:49 – Types of investment strategies
10:06 – High Yield or Growth strategies
10:33 – Income or Value strategies
11:03 – Other investment strategies
12:14 – Key not about investment strategies
12:41 – Actively managed vs. passively managed approaches
13:00 – Preview of Class 18
13:40 – Class conclusion & credits

Class 17 description:
Do you want to learn how investment funds work? Are you looking to understand what a mutual fund is, and what all of those investment options in your retirement investment account really mean? Are you looking for a way to diversify your investments but don’t know where to start?

In this class, we’ll teach you exactly what investment funds are, how they work, and why they offer such great diversification benefits. You’ll hear a very insightful, true story of a time when many investors who didn’t diversify got wiped out. We’ll discuss a special type of investment fund called a mutual fund. You’ll also be able to understand the different types of investment strategies that a fund manager might use for an investment fund.

This discussion is in preparation for our next class where we’ll cover a special type of fund called an index fund, which offers outstanding diversification benefits. Don’t miss it!

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The content in this video is for educational purposes only and is not financial, investment, legal, tax, or other advice.