Evaluating Mutual Funds and ETFs (Online)

If you have a deferred retirement account this class will help you choose the best Mutual Funds or ETFs for you. Presented in three parts, we'll start with basic terms used in mutual funds and ETFS, followed by an approach to screening for funds, what criteria to enter into a screener, and how to evaluate the results. Using Morningstar data sheets, we'll look at metrics for individual funds, and how to get the most from the information provided. Discuss the importance of diversification in selecting funds, with examples of diversified portfolios for various risk levels. The third part is an online demonstration using the Morningstar web site to search for appropriate choices. This class will help you make informed choices about fund selections, based on your objectives and risk tolerance. Taught by Ralph Futch and Lois Krause, longtime members and instructors with the Rocky Mountain Chapter of Better Investing. Attendee participation and questions are encouraged. NOTE: Class will be offered via GoToWebinar. Register now and then prior to class the instructor will send you the link and the password to attend. Once you register, you will receive a link and the password to join the meeting. Good internet connection and a laptop or device with camera and mic is needed.

Dates:January 13, 2021 Check for other dates
Meets:One Wed., 6:30-9:30PM 01/13 (MT)
Location:ONLINE: Via GoTo Webinar
You could save $12.00 on this course by becoming a member of CFU Membership
Notes:Class time is in MT. Class will be offered via GoToWebinar. Good internet connection and a laptop or device with camera and mic is needed. A day prior to class, you will receive an email from the instructors with the details for the meeting.

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

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