FIN 408
 
 Click on any of the of the links below to go to the syllabus or to the Lecture Notes.

Syllabus

Lecture Notes

Introduction to Mutual Funds

History of Mutual Funds

Managing closed end fund

Investment Objective & Risks of Stock-Bond Funds

Hybrid Funds - Asset Allocation

Index Funds  

Beware of Index Fundamentalists

Fidelity

Valuation

Buying, Redeeming Funds

Evaluating Mutual Fund Performance

International Investment

Portfolio Analysis

Servicing Shareholders

Retirement Plans