I have this mutual funds excel worksheet that I need help with badly!

Name: Date: Mutual Fund Evaluation Purpose: To evaluate a mutual fund that could be used to obtain your investment goals. (pp. 568 - 574) Instructions: Use Internet or library sources to answer the questions below. Suggested websites: finance.yahoo.com morningstar.com Suggested apps: Morningstar Category 1: Fund Characteristics 1. What is name and ticker of the fund? 62 Category 4: Fund Performance 16. How long has the fund manager been with the fund? 3. What is the minimum investment? 4. Does the fund allow transfers to other funds? 17. Compare the return on the fund to its benchmark for the past full year. 18. Compare the return on the fund to its benchmark for the past five full years. 5. Is there a fee for transfers to other funds? 19. Compare the return on the fund to its benchmark for the past ten full years. Category 2: Costs 6. Is there a front-end load charge? If so, how much is the charge? 20. What is the Sharpe ratio of the fund? 21. What is the Sharpe ratio of the fund's benchmark? 7. Is there a redemption fee? If so, how much is it? 8. How much is the annual management fee? 22. Has the fund outperfromed its benchmark Sharpe ratio? Explain. 9. Is there a 12b-1 fee? If so, how much is it? 10. What is the fund's expense ratio? 23. What is the fund's Morningstar Sustainability rating? Category 3: Diversification 11. What is the fund's objective? Category 5: Conclusion 24. Based on the information you found, do you expect an investment in this fund to help you achieve your investment goals? 25. Explain your answer to question 24. 12. What types of securities does the fund hold? 13. How many securities does the fund own? 14. How many industries exist in the fund portfolio? 15. What are the fund's five largest holdings? A Word of Caution When you use a checklist, there is always a danger of overlooking important relevant information. This checklist is not a cure-all, but it does provide some questions that you should answer before making a mutual fund investment decision. Quite simply, it is a start. If you need other information, you are responsible for obtaining it and for determining how it affects your potential investment. Directives to Help You Use Mutual Funds in Personal Financial Planning Personal Financial Planner 2. What is this fund's Morningstar rating? Identify one additional factor that you would consider before investing in this fund. If you owned shares in this fund, how would you monitor its performance