1. Select three mutual funds to compare/contrast. The funds you choose should be:
   • • One target/retirement fund using your expected retirement date (active/managed).
     • One passive/index fund.
     • One additional active/managed fund of your choosing
   • Find the following information for each fund. It is probably easiest to create this in a table format (17 rows x 4 columns).
     • Fund name & company
     • Asset class
     • Fund objective & strategy
     • Risk level (be descriptive; how risky is it?)
     • Beta
     • Net asset value (NAV)
     • NAV 12-month range (high & low)
     • Total net assets of fund
     • Top 5 holdings in the fund with % held
     • Asset allocation
     • Load type/amount
     • Expense ratio
     • Other fees
     • 1-year performance
     • 5-year performance
     • 10-year performance
     • Portfolio managers

2. If you were going to start saving for retirement and had to choose to allocate your retirement contributions to these three funds, how would you choose to do it? You are free to allocate all of the money to one fund or split it out into two or three of the funds as you see fit.