Mutual Fund Research Assignment:

Name of the Investment Company or Family

Name of the specific fund or portfolio

# of stars from Morningstar

Its ticker symbol

What type of fund is this, or what is their investment strategy?

Under the "Portfolio" tab:

# of sustainability globes

Carbon risk score

A list of the Top four holdings (stocks)

Information on three years of returns (usually a total return percentage for the year)

Why else do you like this fund?