Investing Unit 6: Summary



Successful mutual fund investing requires a plan and the discipline to stick to your plan. Mutual funds are a proven winner and one of the best ways for the small investor to build wealth while managing risk. This unit has reviewed what mutual funds are and how they work, their advantages and disadvantages, fund categories and investing objectives, and, finally, the mutual fund selection process. You have what you need to get going. As the NIKE advertising slogan says, “Just do it.” Start with the action steps for this unit.

Work on the Action Steps now to get started.