• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

An introduction to mutual funds and Fidelity’s tools

Overview

In this course you will learn about basic concepts to support investing in mutual funds and factors you should consider before investing, such as fees and expenses. You will also learn how to effectively utilize the Mutual Fund Center, Library, and Evaluator tools available on Fidelity.com to help you efficiently make your investment decisions.

Objectives

When you complete this course, you will:

  • Be familiar with the basics of mutual funds, their fees and expenses, and how funds can impact your taxes
  • Differentiate between different types of mutual funds to determine which funds may help to meet your investment goals
  • Leverage the tools and resources available on Fidelity.com to browse, filter, and research mutual fund investment options
Course Outline
Title Type Highlight
1. What are mutual funds? Article
Mutual funds can be a popular choice among investors because they generally offer the following features: Professional Management, Diversification, affordability, and liquidity.
Mutual funds can be a popular choice among investors because they generally offer the following...
More
2. Mutual fund fees & expenses Article
As you might expect, fees and expenses vary from fund to fund. A fund with high costs must perform better than a low-cost fund to generate the same returns. Even small differences in fees can translate into large differences in returns over time.
As you might expect, fees and expenses vary from fund to fund. A fund with high costs must perform...
More
3. Mutual fund taxes Article
Take special note of the capital gains distributions section. Mutual funds may keep some of their long-term capital gains and pay taxes on those undistributed amounts. You must report your share of these unpaid distributions as long-term capital gains, even though you did not actually receive a distribution.
Take special note of the capital gains distributions section. Mutual funds may keep some of their...
More
4. Types of mutual funds Article
For virtually every investing goal and every appetite for risk there is an appropriate type of mutual fund. This lesson covers different types of mutual funds and may help you choose the fund or funds that best meet your investing needs.
For virtually every investing goal and every appetite for risk there is an appropriate type of...
More
5. What are domestic stock funds? Article
Domestic stock funds can be one element of an investment portfolio, a balanced portfolio will include investments in other areas as well. Funds are available for almost any investment objective.
Domestic stock funds can be one element of an investment portfolio, a balanced portfolio will...
More
6. What are international & global stock funds? Article
As with any investment, international investing carries risks, including some unique to international markets, such as currency risk or changes to economic, political, or regulatory conditions.
As with any investment, international investing carries risks, including some unique to...
More
7. Navigating through the Mutual Fund Center Video
Browse one of the industry’s most comprehensive range of domestic and international funds. Learn to navigate the Mutual Fund Center, designed to help make it easy to find the right funds for you.
Browse one of the industry’s most comprehensive range of domestic and international funds. Learn to...
More
8. Using the mutual fund library to evaluate funds Video
Before making an investment decision, leverage the Mutual Fund Library pages to locate information such as: Morningstar Ratings, dividend and capital gain history, total returns, and top 10 holdings. This video provides an overview of how to get started with data analysis on the Mutual Fund Library.
Before making an investment decision, leverage the Mutual Fund Library pages to locate information...
More
9. Conducting mutual fund research with the fund evaluator Video
With hundreds of funds available finding the right fund for you can be daunting. The Mutual Fund Evaluator makes it easy to filter, sort and compare funds until you find exactly what you're looking for. Use criteria such as: low charges, level of risk or independently top rated funds.
With hundreds of funds available finding the right fund for you can be daunting. The Mutual Fund...
More

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

675064.2.0