Mutual Fund Comparison Assignment

Find three different mutual fund prospectuses for the same type of fund (e.g., growth, index, global).

Compare the three mutual funds by completing the chart below to describe key features of each.

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	A.	B.	C.
Type of Fund (e.g., income)
Your Investment Objective(s)
Fund's Investment Objective(s)
Total Return
Performance over 1 year
Performance over 3 years
Performance over 5 years
Performance over 10 years
Minimum Initial Investment
Minimum Subsequent Investment
Fees
Commission/Sales Charge
Redemption Fee
Management Fees
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 Problems/Risks? (e.g., legal, ethical, management)
Is Fund Within Your Investment Risk Comfort Zone?
Services provided by fund
Telephone (800#)