12.1 MUTUAL FUNDS FOR DIFFERENT TIME HORIZONS AND OBJECTIVES Use Worksheet 12.1 to compare different mutual funds that support your short-term, intermediate, and long-term objectives.

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12.1 Mutual Funds for different time horizons and objectives Research mutual funds options to support your short-term, intermediate and long-term objectives. Compare past performance, expense ratios, loads, risks and holdings. Mutual Fund Short-Term Investment ( <1 Year) Initial Investment Load/Expense Ratio Holdings Intermediate Investment (1-5 Years) Mutual Fund Initial Investment Mutual Fund Load/Expense Ratio Holdings Long-Term Investment (>5 Years) Initial Investment Load/Expense Ratio Holdings