Series 65: 3.1.6. Measuring Mutual Fund Performance Against Benchmarks

Taken from our Series 65 Online Guide

3.1.6. Measuring Mutual Fund Performance Against Benchmarks

The performance of a specific mutual fund should be compared to an appropriate benchmark index. Several of the most common indexes are described in Chapter One. They include the DJIA, S&P 500, Wilshire 5000, and T

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 3.1.6. Measuring Mutual Fund Performance Against Benchmarks, you might also be interested in:

Series 7 - 6.2 Management Companies: Closed-End Funds

Series 65 - 5.3.2.4. Behavioral Finance

Series 51 - Investment Objectives

SIE - 8.4.4.3. Types of Orders

Series 53 - 6.3. Books and Records

Series 65 - 3.7.4.8. Taxation of Annuities

Series 65 - Roth IRAs

Series 82 - Delivery of a Prospectus

Series 79 - Yield and Yield Calculations

Series 50 - Cost Basis and Adjusted Cost Basis

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I passed my series 65 exam on the first attempt! The books and sample questions are always very helpful. I leveraged this course with another program that was offered to me. I did mainly use this one and found the material very helpful. Overall, I would say the test questions that were in the book and online were much more difficult than the exam itself. I do like the crash course piece, but would also love the option of a instructional video which is what the other course offered. I learn not just by readying, but visually as well. The combination of the two were very helpful, but overall I felt the material, especially the sample test questions, were more comprehensive. Thank you for the material.

Ken Kramer

I truly wish I had tried Solomon Exam Prep earlier! Started studying for the Series 65 exam with a different company and missed passing the test by 4 questions. I was pretty disappointed because my study materials, especially the quiz generator, weren't a great reflection of what the test would actually be like. But Solomon's Exam Simulator was the KEY to passing my second go-around! Questions were very similar to the actual exam and I managed to boost my score by 10% from the first time, only using the Solomon materials for less than a week! HIGHLY recommend this to anyone in need of 65 materials!

Hannah Cash, Denali Wealth Management, Indianapolis, IN

Passed my Series 65 on the first try! Solomon really has everything you need to pass. I followed the recommended schedule and took a ton of practice tests. This gave me a ton of confidence and it paid off!

Andrea Rivera, ForUsAll. Salt Lake City, UT

I successfully passed the test [Series 65] thanks to you guys!!!!

Chad Cook, Old West Investment Management, Los Angeles, CA

I took the Series 65 Exam and passed with a good score. Thank you for all the materials. I did have to put a lot of study time into it but with hard work, your materials and prayer I passed!

Carla Martinez, GoodFuture, Laguna Beach, CA

I just passed the Series 65 exam – thanks, Jeremy! Your excellent and enjoyable book and challenging practice exams-and-quizzes were my only resources. This exam kicked my butt, but I was able to accomplish the only essential task – simply "to pass" – because of the thoroughness (and the plain English and occasional humor) of these two essential test prep materials. Here's my warning -- don't underestimate the difficulty of this exam! I highly recommend that fellow Series 65'ers keep taking the practice exams and quizzes until they can comfortably get a score of 80+ before scheduling their exam; you need to go into the exam room with the confidence that this crucial simulated test-taking experience will provide. I'm so grateful for your help!

Jeff Hartnett, Portland, OR