Principles of Investing: Mutual Fund Inquiry
Team Members:
Identify three mutual funds that interest you and prepare the following research:
Mutual Fund #1
Name of Mutual Fund:
Ticker Symbol: YTD Return: Current Price:
Minimum Initial Investment: Expense Ratio:
What type of fund is this particular fund?
Describe the goals of this particular fund.
Identify the top three industry holdings for this mutual fund.
Identify the top three equity holdings for this mutual fund.
Do you already own any of the equity holdings that are in this fund?
Would you invest in this mutual fund? Why or why not? Explain.
Mutual Fund #2
Name of Mutual Fund:
Ticker Symbol: YTD Return: Current Price:
Minimum Initial Investment: Expense Ratio:
What type of fund is this particular fund?
Describe the goals of this particular fund.
Identify the top three industry holdings for this mutual fund.
Identify the top three equity holdings for this mutual fund.
Do you already own any of the equity holdings that are in this fund?
Would you invest in this mutual fund? Why or why not? Explain.
Mutual Fund #3
Name of Mutual Fund:
Ticker Symbol: YTD Return: Current Price:
Minimum Initial Investment: Expense Ratio:
What type of fund is this particular fund?
Describe the goals of this particular fund.
Identify the top three industry holdings for this mutual fund.
Identify the top three equity holdings for this mutual fund.
Do you already own any of the equity holdings that are in this fund?
Would you invest in this mutual fund? Why or why not? Explain.