Module 3: Index Funds, What They Are and How to Read Them
Lessons
Lesson 1.1 – What Are Index Funds & Why Buy the Whole Haystack?
Many investors try to pick individual stocks, but this can be stressful and risky. This lesson explains how index funds work, why buying the whole market is a simpler, low-cost, and diversified way to invest, and how ETFs and global funds fit into long-term strategies.
Download the workbook
Lesson 1.2 – How to Read an Index Fund Factsheet
Many investors buy funds without fully understanding what they contain. This lesson explains how to read an index fund factsheet, so you can see what a fund invests in, how much it costs, how well it tracks its index, and whether it truly fits your goals.