Part stock, part mutual fund, and now very popular, exchange-traded funds are a big part of the investment world. Let’s find out why.

Start Course

< Back

Find out if ETFs appeal to you in this tutorial on ETF suitability. We will cover costs, trading, and tax efficiency.

Start Course

< Back

Mutual fund investors earn money in several ways -- interest, dividends, capital gains -- which we detail here.

Start Course

< Back

After reading this tutorial, you will recognize what is and is not taxable and what IRS forms you will need to fill out.

Start Course

< Back

Is it worthwhile to pay the expenses charged by mutual funds? In many cases, it is. Let's look at several of them.

Start Course

< Back

You have thousands upon thousands of possible mutual funds you can invest in. Which one(s) should you choose? Certainly not just any one. Let this tutorial help you. It provides five simple questions that will get you started on selecting a fund that is good for you.

Start Course

< Back

Index funds are made up of the securities of major market indexes. They give investors the opportunity to keep pace with the market.

Start Course

< Back

Mutual funds are very popular investments for many reasons. Find out how they work and what some of the major types are.

Start Course

< Back

This tutorial examines mutual funds that invest in short-term government and corporate debts.

Start Course

< Back

Life-cycle funds, also known as target-date or age-based funds, are built specifically to fund your retirement.

Start Course

< Back

Do you use benchmarks to evaluate a mutual fund's performance? Let's look at the case for doing so. There are several alternatives you can use -- a personal benchmark, an index, and fund peer groups.

Start Course

< Back

Sector fund investing involves focusing on a specific economic category, such as energy, metals, real estate, etc.

Start Course

< Back

A mutual fund will sometimes change for the worst. And there will be warning signs, too. We will cover them in this course.

Start Course

< Back

Many of us find it hard to know when we should sell a fund. But some circumstances demand that we sell. Here we look at several of them.

Start Course

< Back

This tutorial is an introductory lesson on growth mutual funds. Learn how to identify growth funds and understand how they perform.

Start Course

< Back

Learn how conservative funds achieve their investment objectives, focusing on risk aversion techniques.

Start Course

< Back

This tutorial looks at the typical securities, investment objectives, risks, and performance issues of balanced mutual funds.

Start Course

< Back

Find out how mutual funds can accomplish an investor's goal of having a diverse portfolio of investments.

Start Course

< Back