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Important Documents in a Mutual Fund

Important Documents in a Mutual Fund

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Learn about key documents associated with mutual funds, including the offer document, account statements, and transaction confirmations.

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Difficulty

Intermediate

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Chapters

1 Chapters

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Duration

0 Hr

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Certificate & Badges

Included (Free)

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Points

0

About this module

This module dives into the essential documents you should be familiar with. Explore the mutual fund offer document (containing the investment objective, fund strategy, and fees). Learn to interpret account statements reflecting your investment holdings, transaction history, and current NAV.

Skills you will gain

  • Understand the purpose of the mutual fund offer document
  • Interpret account statements (holdings, transactions, NAV)
  • Review transaction confirmations for verification
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