Rouse High School: Securities and Investments

U.S. Securities and Exchange Commission

The Mutual Fund Education Center is designed to help investors learn the basics about mutual fund investing and how they can use mutual funds to reach lifetime goals. The site features basic education and investment tools, sample investment portfolios, fund data and links to resources and fund companies. The Portfolio feature provides the opportunity to build and track a personal portfolio of funds. Fund data at mfea.com is provided by Morningstar, Inc.

A good starting point for mutual fund research, with a glossary, a Mutual Funds 101 tutorial, a screener, mutual fund calculators, a company and fund index, mutual funds by family, and the latest mutual fund data, including top performers and historical fund data.

Click on Investor Education to access guides to understanding different types of funds.

This video assignment discusses what investment companies are and how mutual funds work. The video shows the difference between savings and investing and the importance of understanding risk versus reward.

The Modern Portfolio Theory (MPT), is a theory that gives a framework for making investment decisions by selecting the optimal mix of assets to maximize expected returns while minimizing risk.