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Mutual Fund #2: Fund Name and Call Letters: Fund Company's Web Page Address: Fund Category/Sector: Fund Inception Date: Fund Manager and Manager Start Date: Minimum
Mutual Fund #2: Fund Name and Call Letters: Fund Company's Web Page Address: Fund Category/Sector: Fund Inception Date: Fund Manager and Manager Start Date: Minimum Initial Purchase: Front Load: Deferred/End Load: Expense Ratio: Dividend Yield: 1-year Return: 3-year Return: 5-year Return: 10-year Return:_ Lifetime Return: Morningstar Ratings for: Risk: Note: You may need to look at the company's web page to find this. Rating: Return: Attach a performance chart (based on price of the fund) for at least a 10-year period (you may you may also want to print a performance chart for the lifetime of the fund)
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