Mutual Funds 101

Presented by Charles Rotblut,

American Association of Individual Investors

Synopsis

In this AAII VES Class, Charles Rotblut covers the fundamental aspects of mutual funds and exchange-traded funds (ETFs), that all investors should know. Areas of focus include evaluation, portfolio integration and comparison and selection criteria.

Class Details

Duration:	45 mins
Credits:	1
Words of Wisdom:	Yes
Segment Inc. Bonus:	Book: Better Good Than Lucky
Topic:	Mutual Funds & Exchange Traded Funds
Knowledge Level:	Novice - Intermediate
Appropriate For:	All Investors
Pre-Class Suggestions:	Investing 101
Class-Associated Tools:	AAII Web-based Fund Tools (optional)
EI Course Inclusion :	Structured & FlexiLearn Courses

Additional Elements Included:

•Class Survey
•Key Terms and Definitions
•Learning Objectives
•Lesson Summary
•Preliminary Education Materials
•Presentation Slides (PDF)
•Resource Articles & Studies
•Speaker Bio / Contact Info
•Testing for Class Credits

About the Instructor

Charles Rotblut

Topics Presented in Speeches: Portfolio management, behavioral finance, stock selection

Books: “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio”

Biography:

Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger. He is formerly a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.

Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; Investools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut holds a bachelor's of science in journalism from the University of Kansas.