Question
Go to https://finra-markets.morningstar.com/MutualFund/AdvScreener/Screen.jsp to access Morningstar mutual fund data for free. Go to the Screener section in the middle of the page and select Fidelity
Go to https://finra-markets.morningstar.com/MutualFund/AdvScreener/Screen.jsp
to access Morningstar mutual fund data for free. Go to the "Screener" section in the
middle of the page and select "Fidelity Investments" under "Fund Family Selection,'
and select "No preference" under "Categories." Under "Equity Style" select the small
market-cap/value option.
a. Examine the funds to answer the following questions:
i. Which fund has the best expense ratio (gross)?
ii. Which funds have the lowest Morningstar Risk rating?
iii. Which fund has the best 3-year return? Which has the best 10-year
return?
b. Based on what you know about the funds, which one do you think would be
the best one for your investment?
c. Select the fund that is of the most interest to you. Click on the fund name to
observe the characteristics of the fund. Summarize what you observe.
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