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I am completely lost and need help with this ASAP. Excel Worksheet 13.1 Personal Financial Planner Worksheet: Mutual Fund Comparison Directions: The mutual fund selection
I am completely lost and need help with this ASAP. Excel Worksheet 13.1 Personal Financial Planner Worksheet: Mutual Fund Comparison Directions: The mutual fund selection process requires that you first determine your investment objective and identify the types of funds that would be appropriate to meet that objective. A mutual fund screener, like the one at finance.yahoo.com, can help you narrow your selection even further based on other criteria. Use this worksheet to summarize your research findings on each fund. Excel Worksheet 13.1 PFP: Mutual Fund Comparison Assignment: Assume that you have $10,000 to invest. Use this worksheet to record the required information for the mutual fund selection process (see Figure 13.6). Use the Yahoo.com mutual fund screener at: screener.finance.yahoo.com/funds (type the ticker symbols bolded below in the search box at the top of the screen) to compare three index funds (see below). These funds generally have long-term investment horizon objectives such as saving for retirement, education saving, etc., are generally accepted as being domestically diversified, and would generally fit a moderate risk tolerance. Complete the worksheet to compare these three S\&P index mutual funds: FXAIX, VFIAX, SWPPX. Reflection Question: Summarize experience and findings. Based on your analysis, which fund do you prefer and why? When building a diversified portfolis of three to five index mutual fund choices, would you select all three of these to place in your portfolio or one of the three? Explain. Identify additional research you would like to do before making a final decision. Excel Worksheet 13.1 Personal Financial Planner Worksheet: Mutual Fund Comparison Directions: The mutual fund selection process requires that you first determine your investment objective and identify the types of funds that would be appropriate to meet that objective. A mutual fund screener, like the one at finance.yahoo.com, can help you narrow your selection even further based on other criteria. Use this worksheet to summarize your research findings on each fund. Excel Worksheet 13.1 PFP: Mutual Fund Comparison Assignment: Assume that you have $10,000 to invest. Use this worksheet to record the required information for the mutual fund selection process (see Figure 13.6). Use the Yahoo.com mutual fund screener at: screener.finance.yahoo.com/funds (type the ticker symbols bolded below in the search box at the top of the screen) to compare three index funds (see below). These funds generally have long-term investment horizon objectives such as saving for retirement, education saving, etc., are generally accepted as being domestically diversified, and would generally fit a moderate risk tolerance. Complete the worksheet to compare these three S\&P index mutual funds: FXAIX, VFIAX, SWPPX. Reflection Question: Summarize experience and findings. Based on your analysis, which fund do you prefer and why? When building a diversified portfolis of three to five index mutual fund choices, would you select all three of these to place in your portfolio or one of the three? Explain. Identify additional research you would like to do before making a final decision
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