E248: How to Read a Fund Report – Understanding Key Investment Metrics
February 19, 2025
Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
How to Read a Fund Report – Understanding Key Investment Metrics
[Prefer to read? You can find an article version of this episode here: How to Read a Fund Report – Understanding Key Investment Metrics]
Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
Intro/outtro music credit: eccentric - I Can Show You [Argofox Release] by Argofox