Investing Fundamentals Part 3, Answer to Question #6 Mutual Fund Screening

This project should be completed AFTER reading through the sample Mutual Fund Screening Project included in this module. I have completed the project using fund HFCGX (#15) as my sample. Your job is to use the walk-through with the example to help you complete the table below for 3 mutual funds from the provided project database that meet ALL screening requirements. If a fund fails even ONE criterion, it is unacceptable and not a fund you want to invest in.

Note: For this project, you do NOT use the internet; your options can be found on page 9 of the project file.

	Example	Fund 1	Fund 2	Fund 3
SYMBOL & Number	HFCGX #15
CATEGORY
Are you MORE or LESS Aggressive as an investor? (For this assignment, assume you are MORE AGGRESSIVE)	More
The fund category risk level?	More
Compatible?	YES
FEES SALES CHARGE
No load?	Yes
FEES EXPENSE RATIO
Funds expense ratio	1.34%
Benchmark expense ratio	1.10%
Better?	NO
ANNUAL RETURN