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Find three different mutual fund prospectuses for the same type of fund (e.g., growth, index, global). Compare the three mutual funds by completing the chart

Find three different mutual fund prospectuses for the same type of fund (e.g., growth, index, global).

Compare the three mutual funds by completing the chart below to describe key features of each.

Write a one-page (single space, double between paragraphs) paper summarizing what you learned by comparing the mutual funds and which mutual fund is the best for you and why.

Name of Fund

A.

B.

C.

Type of Fund (e.g., income)

Your Investment Objective(s)

Fund's Investment Objective(s)

Total Return

Performance over 1 year

Performance over 3 years

Performance over 5 years

Performance over 10 years

Minimum Initial Investment

Minimum Subsequent Investment

Fees

Commission/Sales Charge

Redemption Fee

Management Fees

12 b-1 Fee

Expense Ratio

Years of Manager in Position

Portfolio Turnover Rate

Investment Policies and Risks (e.g. market, business, financial, and currency risk)

Unusual Problems/Risks? (e.g., legal, ethical, management)

Is Fund Within Your Investment Risk Comfort Zone?

Services provided by fund

Telephone (800#)

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