Investing Classroom

Morningstar.com's Investing Classroom takes you back to school with courses that help you quickly build and improve your investments.

Mutual Fund Courses
Course Level: 100
Build a solid foundation to start your mutual-fund investing off right.
Courses:
101: What Is a Mutual Fund? 106: Methods for Investing in Mutual Funds
102: Mutual Funds and NAVs 107: Fund Costs
103: Understanding Total Return 108: Important Fund Documents, Part 1
104: Mutual Funds and Taxes 109: Important Fund Documents, Part 2
105: How to Purchase a Fund
Course Level: 200
You understand funds and are ready to invest. Learn the essentials of picking the best funds for you.
Courses:
201: Five Questions to Ask Before Buying a Mutual Fund 207: Examining a Stock Fund's Portfolio, Part 1
202: Benchmarks 208: Examining a Stock Fund's Portfolio, Part 2
203: Looking at Historical Risk, Part 1 209: Why Knowing Your Fund Manager Matters
204: Looking at Historical Risk, Part 2 210: Your First Fund
205: Gauging Risk and Return Together, Part 1 211: What to Look For in a Fund
206: Gauging Risk and Return Together, Part 2
Course Level: 300
You know the rules of good fund picking, now tailor your fund portfolio. You'll also learn how to choose index, international, and bond funds.
Courses:
301: Why Diversify? 306: Choosing an International Fund, Part 2
302: Building Your Mutual Fund Portfolio 307: Bond Funds, Part 1
303: Choosing an Index Fund 308: Bond Funds, Part 2
304: SRI Funds 309: Munis
305: Choosing an International Fund, Part 1
Course Level: 400
Get more sophisticated with specialized funds and with more effective strategies for buying funds.
Courses:
401: Shades of Value 407: Using Quirky Bond Funds
402: Shades of Growth 408: Bear-Proofing Your Portfolio
403: Using Focused Funds 409: The Plight of the Fickle Investor
404: Style-Box-Specific versus Flexible Funds 410: Chasing Closing Funds
405: Mid-Cap Funds: The Small-Cap Substitute? 411: Buying the Unloved
406: Sector-Fund Investing 412: Buying Rookie Funds
Course Level: 500
You've chosen a great lineup of funds and combined them in the perfect mix. Don't just rest easy--find out how to keep your portfolio in good health.
Courses:
501: Avoiding Portfolio Overlap 506: Calculating Your Personal Rate of Return
502: Fund Warning Signs 507: Calculating Your Cost Basis
503: Where and Why Asset Size Matters 508: Is Your Retirement Portfolio on Track?
504: When to Sell a Fund 509: Refining Your Portfolio
505: Rebalancing Your Portfolio
ETF Courses
Course Level: 100
Learn the fundamentals of ETFs and how to use them in your portfolio.
Courses:
101: Exchange-Traded Funds 108: Using ETFs Opportunistically
102: Are ETFs Right for You? 109: How ETFs Keep the Taxman at Bay
103: Anatomy of an ETF 110: Handle with Caution: Leveraged ETFs
104: Mutual Funds or ETFs--Which to Choose? 111: Investing in Alternatives with ETFs
105: ETFs and Fixed Income 112: What to Know about ETNs
106: Analyzing ETFs 113: Commodities ETFs
107: Using ETFs for Portfolio Construction 114: ETF Best Practices
Portfolio Courses
Course Level: 100
Learn the essentials of building an investment portfolio: how to set goals, gauge your risk, set your asset allocation, and choose investments.
Courses:
101: Steps to a Suitable Portfolio 106: Core vs. Noncore Investments
102: Determining Your Goals and What They'll Cost 107: A Simple Portfolio
103: How Much Risk Can You Tolerate? 108: Creating Your Investment Policy Statement
104: Building Your Emergency Fund 109: How Many Investments Should You Have?
105: Determining Your Asset Mix 110: Avoiding Overlap When Building a Portfolio
Course Level: 200
Different goals present different challenges and options. Understand the ins and outs of each.
Courses:
201: How to Juggle Different Investment Goals 206: The Best Investments for Taxable Accounts
202: 401(k) Plans 207: Investing in Your Company's Stock
203: 403(b) Plans 208: How to Invest for Short-Term Goals
204: Individual Retirement Accounts 209: How to Invest for Intermediate-Term Goals
205: The Best Investments for Tax-Deferred Accounts 210: How to Invest for College
Course Level: 300
You've already built your portfolio. Find out how to monitor it, when to modify it, and how to withdraw from it.
Courses:
301: How to Monitor Your Portfolio, Part 1 306: Getting More Aggressive
302: How to Monitor Your Portfolio, Part 2 307: Getting More Conservative
303: When to Sell an Investment 308: Adding Mutual Funds to a Stock Portfolio
304: Strategies for Selling 309: Adding Stocks to a Fund Portfolio
305: Rebalancing Your Portfolio 310: How to Withdraw from Your Portfolio in Retirement
Course Level: 400
Mutual funds and stocks anchor your portfolio. Discover what other types of investments can add to your mix.
Courses:
401: Variable Annuities 406: Gold's Role in a Portfolio
402: Closed-End Funds, Hedge Funds, and UITs 407: Real Estate's Role in a Portfolio
403: Exchange-Traded Funds 408: Futures and Options
404: Using Sector Funds in a Portfolio 409: Short Selling
405: Investing in IPOs 410: Income Alternatives for Retirees
Course Level: 500
Impress your friends--and improve your portfolio--with your knowledge of investment theory and ongoing investment debates.
Courses:
501: Why Bother with Investment Theory? 506: Value: The "Better" Approach?
502: Efficient Market Theory 507: Measuring Mutual-Fund Manager Skill
503: Modern Portfolio Theory 508: The Small-Company Advantage: Fact or Fiction?
504: Asset Allocation Is "It" 509: The Demise of Dividends
505: Can Foreign Stocks Really Diversify a Portfolio? 510: Behavioral Finance
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