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Personal Finance · Weeks 28-36

Diversification and Mutual Funds

Understanding the importance of diversification and the role of mutual funds and index funds.

Key Questions

  1. Explain the concept of diversification in an investment portfolio.
  2. Differentiate between actively managed mutual funds and passively managed index funds.
  3. Justify the benefits of long-term investing and dollar-cost averaging.

Common Core State Standards

C3: D2.Eco.1.9-12C3: D2.Eco.2.9-12
Grade: 12th Grade
Subject: Economics
Unit: Personal Finance
Period: Weeks 28-36

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