EconCERF
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Practical · X2

Choosing Funds

Thousands of funds are for sale in Canada. Four published checks decide which ones reach a shelf at all, and a published order decides which one you see first. You’ll learn both, so you can run the same thinking on any fund anyone shows you.

By the end of this module, you’ll be able to:

  • Explain the trade you make when you use an index fund.
  • Run the four published checks on any fund someone shows you.
  • Explain what determines the standard fund example without treating it as your final choice.
  • Explain why MER comparisons only work between funds holding the same thing.
  • Explain why past returns do not decide between funds holding the same thing.
  • Explain the trade you make when you use an all-in-one fund.

6 lessons · about 55 minutes

  1. 1Why the list starts with index funds, and the trade-off
  2. 2The four checks, run on real funds
  3. 3How one fund gets chosen from the rest
  4. 4How a fund is built, and the two jobs that does
  5. 5All-in-ones
  6. 6How the list is kept, then Choosing Funds in one page + a quick check

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