Mutual Funds
Video Podcast with Patrick West
UAB School of Business
Just about all investments come with some element of risk. You may want to look at the role of Mutual Funds as part of your investment portfolio. Mutual Funds can offer diversification and should be looked at as a long-term investment. In this financial planning video series on Mutual Funds, Patrick West from the UAB School of Business delves into the role of Mutual Funds and some types of funds that might be a good investment for your portfolio.
Mutual Funds-Investing for the Long Term - Mutual funds should be viewed as a long-term investment, but you should understand your risk tolerance before investing. Mutual funds can provide diversification, which can minimize your risk exposure.
Investing in Mutual Funds - In this personal finance segment on mutual funds, we cover the three main types of funds-Cash, Equities and Bond Funds.
Understanding Mutual Funds - Should you invest in Index Funds or Small, Medium or Large Cap Funds? In this segment, we cover the different type of Mutual Funds along with associated fees and expenses.
Mutual Funds-Fees and Expenses - In this personal finance segment on Mutual Funds, we cover topics such as volatility, balancing your risks, fees and expenses and evaluating your portfolio based on all areas of your investments.
Mutual Funds-Changing Needs - In this personal finance segment, we cover some of the reasons to make changes to your mutual fund, re-allocating funds and managed funds.
Securities Markets - Most investments have an element of investment risk. With securities markets, it isn't just the rate of return, but by how much are your beating the inflation rate.
Researching Your Mutual Fund - Most people want to own the number one fund, but with mutual funds, look at funds that have done well over time. Aim for funds that are in the top 20-25% of that segment instead of trying to figure out the number one fund.