Use this activity before the prospectus exercise if students need additional preparation. Review the relevant mutual fund terms and fee concepts, then proceed to Activity 6.4. This is optional preparation, not an additional required lesson, and should be omitted when students already understand the terminology.
Mutual Fund Terminology Review
Supplemental Activity 6
10 MIN(S)
Resources
Learning, Earning, and Investing for a New Generation — Lesson 6, Activity 6.3: Mutual Fund Facts