Personal Finance Lesson: Mutual Fund Activities
My MBA classes are winding down for the semester, which means two things: 1). I have been sleeping with a copy of Michael Baye’s Managerial Economics and Business Strategy on my head for the past two weeks and 2). I haven’t had any time to post lessons on here.
My last final is on Wednesday, so posting will resume at a more regular rate after that. In the meantime, here are a few mutual funds activities my Personal Finance class has been working on over the past few days. Enjoy!
Researching and Comparing Mutual Funds
Excel Worksheet: Mutual Fund Comparisons
Students learn the basics of comparing mutual funds by looking up fund information on Yahoo Finance.
Creating Your Own Mutual Funds
Instructions: Creating Your Own Mutual Fund
Students apply their knowledge of mutual funds by creating their own fund. They then “sell” their fund to the class in a PowerPoint presentation.
Sample Slide from Student "Create Your Own Mutual Fund" Presentation
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