Students will learn the criteria for selecting mutual funds, how to develop investment portfolios composed of multiple mutual funds consistent with demographic characteristics of the investor, and how to assess mutual fund and portfolio performance. This course focuses on personal finance skills.
Download Sample Syllabus
The syllabus linked here is a sample only and dates and materials listed in it may vary from your actual class. Classes open one week prior to the official start date.
Current & Upcoming Offerings
Summer 2025
Section: 840
Dates: 07/07/2025 - 07/27/2025
Instructor(s):
Books/Materials:
- Bogle On Mutual Funds: New Perspectives For The Intelligent Investor (by Bogle • Published by Wiley • 1st Edition • ISBN: 978-1119088332)
- See note below for further course material information.
Notes:
Morningstar Investor 1-month access is also required. However, we've got a link that allows students to purchase 1 year for $25 (less than a normal 1-month access cost) (Download by clicking here).