EconCERF

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Choosing Funds

This module is free to read — it just needs an account. Creating one takes an email address and nothing else, it opens every lesson in the academy in full, and it remembers where you got to. When you’re done, we’ll bring you straight back here.

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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