Conduct research on TWO funds of your choice.

Step 1: Select two different mutual funds or exchange traded funds to analyze. They should be generally different types of funds. For example, mutual fund vs. exchange traded fund, stock fund vs. bond fund, open vs. closed-end fund, passive vs. actively managed, etc. Step 2: Provide the following information about each fund: Name of fund Fund family Type of fund Key summary statistics similar to what can be found on sites such as CNBC or Yahoo! Finance List of top holding Historical returns for YTD, 3-year, 5-year, and 10-year or longest available Investment style (large cap, small cap, short-term bond, long-term bond, balanced, domestic, international, REIT, etc.) Fund expenses Explain the environment in which the fund would be a good investment choice, such as: in retirement for income generation, during periods of growth, etc. Compare how the fund performs to similar style funds Step 1: Select two different mutual funds or exchange traded funds to analyze. They should be generally different types of funds. For example, mutual fund vs. exchange traded fund, stock fund vs. bond fund, open vs. closed-end fund, passive vs. actively managed, etc. Step 2: Provide the following information about each fund: Name of fund Fund family Type of fund Key summary statistics similar to what can be found on sites such as CNBC or Yahoo! Finance List of top holding Historical returns for YTD, 3-year, 5-year, and 10-year or longest available Investment style (large cap, small cap, short-term bond, long-term bond, balanced, domestic, international, REIT, etc.) Fund expenses Explain the environment in which the fund would be a good investment choice, such as: in retirement for income generation, during periods of growth, etc. Compare how the fund performs to similar style funds