Investing in Mutual Funds
	Personal Financial Plan
	Goals
	1. Determine if and how you could benefit from investing in mutual funds.
	2. If you decide to invest in mutual funds, choose the best types of funds for your needs.
	Analysis
	1. At www.globefund.ca/, click the tab marked Fund Filter. Under the heading
	Asset class" review the performance of funds for various categories. Choose two or three
	that meet your goal needs. Enter your findings in the following chart:
	www.globefund.ca
	Type of Stock Mutual Fund		Suitable Investment Option?	Reasoning
	Growth
	Small Cap
	Mid Cap
	Dividend
	Balanced Growth and Income
	(select Canadian Equity Balanced or
	Canadian Fixed Income Balanced)
	Sector
	International
	Type of Bond Mutual Fund		Suitable Investment Option?	Reasoning
	Canadian Bond
	High-Yield Bond
	Global Bond
	Decisions
	1. What is your decision regarding mutual funds? Explain why they are or are not a good
	investment for you.
	2. If you decide to invest in mutual funds, what types of funds will you select? Why?