Investing Courses

Introduction to Mutual Funds and ETFs

Introduction

Welcome to Explorer Hop!

In The News

Explorer Hop's Financial Literacy Expertise-2

Why is Financial Literacy Important

Girls Left Behind When it Comes to Money

ℹ️ Frequently Asked Questions

Welcome!

Greatest Investors of our Time

Introduction To Mutual Funds Basics

What is a Mutual Fund?

How does a Mutual Fund work?

What’s the difference between a mutual fund and a stock or savings account?

Game time! What's the difference?

Who manages the money in a Mutual Fund?

How do you buy a Mutual Fund?

Interactive video: How do you buy a mutual fund?

Game time! Drag and Drop

How do Investors Make Money?

Mutual Fund Basics

🎮 Greatest Inventors of Our Time

Introduction To Types of Mutual Funds

Types of Mutual Funds

Money Market Funds

Equity Funds

Fixed Income Funds

Balanced Funds

Game time! Crossword

🎮 Fund Collector

Introduction To Pros and Cons of Mutual Funds

Pros of Investing in a Mutual Fund

Cons of Investing in a Mutual Fund

Game time! Drag and Drop 2

Pros & Cons of Mutual Funds

🎮 Market Boss Battle

Pros and Cons of Mutual Funds

Introduction To Using Morningstar

Getting started with Morningstar

Finding a Mutual Fund

Breaking down Morningstar

Game time! Image Hotspots

Using Morningstar

🎮 Mutual Fund Navigator

Introduction To MER & NAV

What is NAV?

What is MER?

Game time! Matching Game

MER & NAV

🎮 MER and NAV

Introduction To Deep Dive into Fees

Breaking down MER

Sales Loads

Game time! Drag and Drop 3

Deep Dive into Fees

🎮 Mutual Fund Fee Architect 

Introduction To Mutual Fund Ratings

Mutual Funds Ratings & Holdings Turnover

Game time! Pick and Choose

Mini Investment Challenge 4

Mutual Fund Ratings

🎮 Mutual Fund Ratings

Introduction To Final Considerations

Final Considerations Before Buying

Game time! Review

Final Considerations

Introduction To Active and Passive Management

What is Active and Passive Management

Different Goals of Management

MER for Active vs Passive Management

Active and Passive Management

Game time! Drag and Drop 4

🎮 Active and Passive Management

Introduction To Geographical Zones

Investing in Different Regions

Developed, Emerging and Frontier Markets

Geographical Zones Part 1

Geographical Zones Part 2

Game time! Matching Game 2

Global Investment Challenge

Geographical Zones

Introduction To Sector Funds - Intermediate

What is a Sector

Why Choose a Sector Fund

Sectors Part 1

Sectors Part 2

Game time! Review 2

Sector Funds - Intermediate

🎮 Sector Funds

Introduction To Fund Size

What is Fund Size? Why is it Important?

Fund Size

🎮 Fund Size

Introduction To Breaking Down Morningstar

Asset Allocation

Interpreting Box Style

Mini Investment Challenge 5

Mutual Fund Sustainability Index

Mini Investment Challenge 6

Morningstar Factor Portfolio

Game time! Breaking down Morningstar

Breaking Down Morningstar

Introduction To Metrics

Metrics

Weighted Average

Style Measures

Game time! Matching Game 3

🎮 Metrics

Introduction To Performance Graphs

Performance Graph

Fund Flow

Game time! Image Hotspots 2

Performance Graphs

Introduction To Status Information

Mutual Fund Status

Minimum Initial Investment

Inception Date

TTM Yield & YTD Return

Game time! Matching Game 4

Mini Investment Challenge 7

Status Information

🎮 Status Information

Introduction To Fund Classes

Mutual Fund Classes

Fund Classes

Introduction To Risk Measures

Index and Benchmark

Alpha

Beta

R-Squared

Standard Deviation

R-Squared vs Beta

Sharpe Ratio

Game time! Pick and Choose 2

Risk measures

Risk Measures

Introduction To Risk and Return vs. Category

Morningstar

Risk vs. Category

Mini Investment Challenge 8

Return vs. Category

Risk and Return vs. Category

🎮 Risk and Return

Introduction To Analysis Graphs

Analysis Graph

Analysis Graphs

Introduction To Market Volatility Measures

Morningstar Tab

Capture Ratios

Drawdown Percentage

Game Time! Pick and Choose 3

Market Volatility Measures

Introduction To ETFs

What is a ETF

More Information on ETF

Why invest in ETFs?

Game Time! Guess the Answer

Introduction to ETFs

Introduction To Types of ETFs

Types of ETFs Video Part 1

Types of ETFs Video Part 2

Types of ETFs

Broad Market ETFs Video

Broad Market ETFs-2

Sector ETFs Video

Sector ETFs

Dividend ETFs Video

Dividend ETFs

Style ETFs and How to Read the Style Box Video

Style ETFs and How to Read the Style Box

Commodity ETFs Video

Commodity ETFs

Fixed Income / Bond ETFs Video

Fixed Income / Bond ETFs

Game time! Mix and Match

🎮 Types of ETFs

Introduction To Key differences Between Mutual Funds & ETFs

Key differences Part 1 Video

Key differences Part 1

Key differences Part 2 Video

Key differences Part 2

Summary Table

Game time! Drag and Drop 5

Key Differences Between Mutual Funds and ETFs

Key differences Between Mutual Funds & ETFs

Introduction To Pros and Cons of ETFs

Pros and Cons of ETFs

Pros

Cons

Pros & Cons of ETFs

Game Time! Pick and Choose 4

🎮 Pros and Cons of ETFs

Introduction To Buying an ETF

Buying an ETF Video

ETF Price vs. NAV

NYSE Arca Market

Buying an ETF

Game Time! Image Hotspot Review 2

Introduction To Yield and YTD Daily Total Return

ETF Yield Video

Yield and YTD Daily Total Return

Thinking of investing in Mutual Funds or ETFs? Let's dive in and get pro-knowledge! It's time to take control!Whether you are a new investor or a seasoned one, this fun easy-to-understand class will demystify how Mutual Funds &amp; ETF work and get give you a serious advantage when it comes to picking the right investment.Play the Virtual Global Investment Challenge linked directly to Wall Street and get trained to find the right investments for you.WHAT WILL YOU LEARN? This course you will get an overview of investing in mutual funds and ETFs, from pros and cons to essential things to consider when investing in them, such as NAV and MER, and how that would change depending on portfolio management.To further develop an understanding of the value of a mutual fund, the course dives into explaining various types of mutual funds, how they work and how you can buy them. To further this understanding, a discussion also takes place surrounding the differences between mutual funds and a stock/savings account.Analyzing and understanding mutual funds in different geographical zones around the world as well as understanding the different sectors follows. As we reach the end of this course, this program will explore the differences between active and passive portfolio management before concluding with an assessment of analysis methods like financial metrics, style measures, and risk measures on Morningstar, which can help the students get a clearer picture of what they’re potentially putting their investment into.COURSE DESCRIPTION: This course examines the importance of investing by focusing on Mutual Funds and ETFs. Students will learn about different types of funds, Net Asset Value, Management Expense Ratio, Sectors, Metrics, Risk Measures, and Exchange Traded Funds. Learn Hands-on investing in mutual funds by buying and selling mutual funds on our virtual trading platform. PREREQUISITE(S): Learn to Trade LEARNING GOALS: ✅Understanding Mutual Funds &amp; ETFs ✅Understanding how to buy and sell Mutual Funds ✅Understanding costs involved with Mutual Funds &amp; ETFs ✅Understanding how to read Mutual Funds &amp; ETF data.INSTRUCTION TYPE: This is an online self-learning program. No live instruction is included in this program. Topics covered1) Learn about multiple types of ETFs and why you should consider them as part of your investment portfolio2) Understand the pros and cons of investing in ETFs3) Understand how ETF pricing works, and learn to consider NAV when investing in ETFs4) Learn about various types of mutual funds, including how they work, how you can buy them, and their status information5) Be aware of the pros and cons of investing in mutual funds6) Learn about the differences between mutual funds and a stock/savings account7) Understand the management of mutual funds8) Understand what MER is and its importance when investing in mutual funds9) Learn key differences between mutual funds and ETFs10) Find and understand mutual funds in different geographical “zones” and sectors11) Active and Passive Management12) Understand the difference between active and passive portfolio management and their goals13) Learn how the MER differs in active and passive management14) Determine the value of a mutual fund using 15) Morningstar16) Financial Metrics17) Style Measures18) Performance and analysis graphs19) Risk Measures20) Market Volatility Measures

Mutual Funds & ETFs: Learn fund types, NAV, MER, sectors, portfolio management, active vs. passive strategies, pricing, risk, performance, volatility, and financial metrics. Analyze, buy, and sell funds through simulated trading and investment challenges.

Mutual Funds & ETFs

Mutual Funds & ETFs

Hasina Lookman

Course Details

Course content

Includes