Course 106:
Methods for Investing in Mutual Funds
In this course
1 Introduction
2 Waiting, or Market-Timing
3 Investing All At Once, or Lump-Sum Investing
4 Why Dollar-Cost Average?
5 Decision Time

It's hard enough to decide whether or not to invest with an advisor and to commit to a mutual fund style or portfolio goal. In addition, you have to decide how much you want to invest in a fund, and when.

If you're fortunate enough to have money to invest, you'll need to choose one of the following approaches:
1. Wait to invest your jackpot until your favorite fund cools off or heats up.
2. Invest the entire wad immediately.
3. Put a little bit to work at a time.

You should be aware that the route you choose can have a profound impact on your return.

Next: Waiting, or Market-Timing >>


Search
Print Lesson |Feedback
Del.icio.us Del.icio.us | Digg! digg it
Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores.
Copyright 2010 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.