Back to Investing 101
Lesson 11 6 minute lesson Interactive
Reading an Investment Fund Page
Find the objective, holdings, fees, risk information, and benchmark on a fund overview.
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Lesson goal
Identify the few details that explain what a fund owns and what it costs.
Three ideas to keep
1
Start with the investment objective
2
Review major holdings and diversification
3
Compare the expense ratio with similar funds
Try it
Make the call
Two broad-market funds track a similar index. One costs much more each year. What deserves investigation?
Knowledge check
Lock it in
What does an expense ratio represent?
Finish both activities