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INSTRUCTIONS: Project: TRACKING MUTUAL FUND RETURNS Start date Aug 10, End Date Nov 29 A. B. Duc PICK A MUTUAL FUND (from my list),
INSTRUCTIONS: Project: TRACKING MUTUAL FUND RETURNS Start date Aug 10, End Date Nov 29 A. B. Duc PICK A MUTUAL FUND (from my list), PRINT OUR NAME NEXT TO THAT TICKER SYMBOL ON MY COPY. THIS IS YOUR ASSIGNED MUTUTAL FUND. Next, pick a STOCK mutual fund similar to yours by another company to compare to your assigned funds. THIS IS YOUR SELF-SELECTED FUND. DO NOT use Fidelity, Vanguard, or Dodge& Cox for your second choice Create of your own choosing a 0 SECTO stock portfolio (do not use firms in your lists above). Be diversified. (USE 10 DIFFERENT SECTORS). Use www.MorningStar.com to determine the sector. ASSIGNMENT: TRACK RETURNS Track your TWO MFS for 14 weeks: Simply obtain the Week 1 CLOSING N.A.V. price, then wait for the week 14 Closing N.A.V. price and then calculate return. Open each mutual fund get the top 10 stocks. List the top 10 stocks of each MF and for your 10 SECTOR Portfolio, and find their week 1 closing price, wait for the week 14 Closing price and then calculate return. PREADSHEET ASSIGNMENT DUE END of week 2, "Start" closing prices along with Name, ticker and Sector for 1. Your two MFs
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