First Tuesday Training Workshop – May
05/05/2026
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7:30 pm - 8:30 pm ET
Online
Cost: Free
Register Here
Using the link shown you can register once for all future sessions. Reminders will be sent to you.
Description
This month, learn how to use Morningstar to research Mutual Funds, Exchange Traded Funds, and Index Funds. Like many of us, you are most likely invested in Mutual Funds, Exchange Traded Funds, or Index Funds somewhere in a 401k/403b/457, Individual Retirement Account, or Brokerage Account. In this session, you will learn how to review your brokerage account and do a quick analysis of your Compound Annual Growth Rate. We will then go into Morningstar to demonstrate the important items to look at regarding the performance of your funds. Learn how to scan Morningstar's investment report to determine the expense ratio, fund category, and style, trailing returns, risk score, fund holdings, and other important information.
Click to view the First Tuesday Training Workshop archive.
Click to view the First Tuesday Training Workshop archive.
Prerequisite
A curiosity about how to become a better investor by learning more on how to analyze a company for possibly investing in for your family's future financial security and independence.
Event Contact
If you have any questions, please contact Dan Harter.
webauthor@northflorida.betterinvesting.net
webauthor@northflorida.betterinvesting.net
