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1. Most people are first exposed to mutual funds when selecting how to invest their retirement contributions at work. Look up the fund BlackRock Advantage

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1. Most people are first exposed to mutual funds when selecting how to invest their retirement contributions at work. Look up the fund BlackRock Advantage small cap core fund and use the information you find to answer the questions below. Please type all answers. D. What company manages the fund? Note - it is not always the same as the name in the fund. E. How many individual portfolio managers are there? What are their names? . . Find the link to the fund documents - for vanguard this can be found in the Fund Summary section under the small hyperlink 'View Prospectus and Reports', for Blackrock this can be found under the 'Literature' Category. Open the funds 'Statement of Additional Information' How much ownership does each manager have in the fund? This can be tricky to find - 1 would recommend using Central+E for ownership' or Centralt for a managers last name and look for the paragraph describing manager ownership (not Trustee ownership) Why may you want a manager to invest in the fund(s) they manage? Why may you not? See: Additional Resource - Fund Manager Ownership - 1. Most people are first exposed to mutual funds when selecting how to invest their retirement contributions at work. Look up the fund BlackRock Advantage small cap core fund and use the information you find to answer the questions below. Please type all answers. D. What company manages the fund? Note - it is not always the same as the name in the fund. E. How many individual portfolio managers are there? What are their names? . . Find the link to the fund documents - for vanguard this can be found in the Fund Summary section under the small hyperlink 'View Prospectus and Reports', for Blackrock this can be found under the 'Literature' Category. Open the funds 'Statement of Additional Information' How much ownership does each manager have in the fund? This can be tricky to find - 1 would recommend using Central+E for ownership' or Centralt for a managers last name and look for the paragraph describing manager ownership (not Trustee ownership) Why may you want a manager to invest in the fund(s) they manage? Why may you not? See: Additional Resource - Fund Manager Ownership

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