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When you invest in mutual funds, you buy shares in the investment companies and become one of their owners. To make good choices, you need to understand some important numbers that are key measures of fund performance. Go online and search out details on key measures of mutual fund performance for two or three companies that are of interest to you as possible investments. Perhaps use CNNMoney (www.money.cnn.com/pf/funds) or Kiplinger Personal Finance (www.kiplinger.com/tool/investing/T041-S001-mutual-fund-finder/index.php). Record the information you find on the worksheet below. Then respond to the question that follows: "Which mutual fund appears to be the most suitable investment for you, and why?" (Use with Personal Finance, 13th edition, pages 479 486.) Comparing Mutual Funds Worksheet Fund 1 Fund 2 Key performance measures Fund 3 Current net asset value (NAV) One-year return Three-year return Five-year return Universe Category Style Decile rank within style Last year Two years ago Three years ago Down market Volatility rank Turnover Assets (millions) Manager since Minimum investment Maximum load Expense ratio Other measure Other measure 7 J Which mutual fund appears to be the most suitable investment for you, and why? When you invest in mutual funds, you buy shares in the investment companies and become one of their owners. To make good choices, you need to understand some important numbers that are key measures of fund performance. Go online and search out details on key measures of mutual fund performance for two or three companies that are of interest to you as possible investments. Perhaps use CNNMoney (www.money.cnn.com/pf/funds) or Kiplinger Personal Finance (www.kiplinger.com/tool/investing/T041-S001-mutual-fund-finder/index.php). Record the information you find on the worksheet below. Then respond to the question that follows: "Which mutual fund appears to be the most suitable investment for you, and why?" (Use with Personal Finance, 13th edition, pages 479 486.) Comparing Mutual Funds Worksheet Fund 1 Fund 2 Key performance measures Fund 3 Current net asset value (NAV) One-year return Three-year return Five-year return Universe Category Style Decile rank within style Last year Two years ago Three years ago Down market Volatility rank Turnover Assets (millions) Manager since Minimum investment Maximum load Expense ratio Other measure Other measure 7 J Which mutual fund appears to be the most suitable investment for you, and why