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1 ) Describe a mutual fundwhat is itwhat are some examples of companies offering mutual funds for purchase? ( 2 ) What is an ETF?

1) Describe a mutual fundwhat is itwhat are some examples of companies offering mutual funds for purchase?
(2) What is an ETF? What are the advantages of owning an ETF?
(3) Why are 12(b)-1Fees bad and why should you avoid buying funds like this. If you have a $50,000 investment in a mutual fund that charges 1%, what ridiculous amount is just paid out in fees each year? (4) Why are loaded funds another bad idea for purchase in a mutual fund?
(5) No load funds are the best kind of funds to purchase. The Vanguard Group is an American investment management company based in Pennsylvania. They manage $3.0 trillion in assets. Go to their website at www.vanguard.com , click on Personal Investors, click on Mutual funds & ETFs. Play around with the website and record five different funds.
1. What is the expense ratio for each fund?
2. What Asset class are they in?
3. What is the YTD (year to date) average return?
4. What is the 1-year percent return?
5. What is the 5-year percent return Name of the FundExpense RatioAsset ClassYTD return1-year return5-year returnGrowth & Income1.3StockLarge Cap10.92%17.87%16.93%
(6) Discuss the Types of Fundsgrowth, value, index, sector (p.317-319)
(7) Why are Index Funds such a great idea?
(8) Discuss Real Estate Investing

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