Mutual Fund Comparison Assignment 1. Find three different mutual fund prospectuses for the same type of fund (e.g., growth, index, global) 2. Compare the three mutual funds by completing the chart below to describe key features of each 3. Write a one-page (single space, double between paragraphs) paper summarizing what you learned by comparing the mutual funds and which mutual fund is the best for you and why. Name of Fund Type of Fund (e.g, income) Fund's Inwestment Objective(s) Total Return Performance over 1 year Performance over 3 years over 5 years Performance over 10 years Minimum Initial Investment Minimum Subsequent Investment Fees Fee 12 b-1 Fee Expense Ratio Years of Manager in Position Portfolio Turnover Rate Investment Policies and Risks (e.g. market, business, financial, and currency risk) Unusual ? (e.g, legal, Is Fund Within Your Investment Risk Comfort Zone? Services provided by fund Telephone (800#) Mutual Fund Comparison Assignment 1. Find three different mutual fund prospectuses for the same type of fund (e.g., growth, index, global) 2. Compare the three mutual funds by completing the chart below to describe key features of each 3. Write a one-page (single space, double between paragraphs) paper summarizing what you learned by comparing the mutual funds and which mutual fund is the best for you and why. Name of Fund Type of Fund (e.g, income) Fund's Inwestment Objective(s) Total Return Performance over 1 year Performance over 3 years over 5 years Performance over 10 years Minimum Initial Investment Minimum Subsequent Investment Fees Fee 12 b-1 Fee Expense Ratio Years of Manager in Position Portfolio Turnover Rate Investment Policies and Risks (e.g. market, business, financial, and currency risk) Unusual ? (e.g, legal, Is Fund Within Your Investment Risk Comfort Zone? Services provided by fund Telephone (800#)