Expense Ratio Morningstar Rating + Risk Yield to Maturity YTD Return 1 Yr. Return 3 Yr. Return 5 Yr. Return 10 Yr. Return Since Inception If a bond fund: Top 5 industries/companies/ gov. entities + % of each If a bond fond: Asset Allocation Percentages (U.S. Gov.%, AA%, A%, etc.) Hypothetical $10,000 investment growth over: 1 year/3yrs/5 yrs/10 yrs. Final Decision with Explanation: You can invest in all three here, just say how much in each and why? Comparing Bond Funds Bank/Brokerage Firm: Bank of America Bank/Brokerage Firm: Wells Fargo Bank/Brokerage Firm: Fidelity Current Price Comparing Stocks Stock 1: Apple P/E Ratio YTD Return 1 Yr. Return 3 Yr. Return 5 Yr. Return 10 Yr. Return Since Inception 52 Week High/52 Wk Low Earnings Per Share: EPS Beta Market Cap Dividend/Dividend Yield Stock 2: Samsung Stock 3: Microsoft Hypothetical $10,000 investment growth over: 1 year/3yrs/5 yrs/10 yrs. *Choose your own comparison item that is not detailed or featured above. Final Decision with Explanation: Note you may choose to invest in all three here. Just be clear how much you are putting down on each and why. Expense Ratio Morningstar Rating+Risk Asset Category (Large Blend, Small Cap, etc.) YTD Return 1 Yr. Return 3 Yr. Return 5 Yr. Return 10 Yr. Return Since Inception Top 5 companies + % of each Portfolio Composition: Asset Groups (i.e. Oil + Gas, Consumer Services, etc). Include percentages of each. Hypothetical $10,000 investment growth over: 1 year/3yrs/5 yrs/10 yrs. Final Decision with Explanation (Again, you can invest in all three here, just be clear how much in each and why?) Comparing Mutual Funds Bank/Brokerage Firm: Bank of America Bank/Brokerage Firm: Wells Fargo Bank/Brokerage Firm: Fidelity