Rutgers School of Environmental and Biological Sciences

Personal Finance Course, 11:373:353 (01)

Department of Agricultural, Food, and Resource Economics

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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 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#)

     

 

Instructor: Dr. Barbara O'Neill, CFP®, Extension Specialist in Financial Resource Management and Professor II
Office: Room 107, Cook Office Building, 55 Dudley Road, New Brunswick, NJ 08901
Phone: 732-932-9155 x250
E-Mail: oneill@aesop.rutgers.edu
Web Page: njaes.rutgers.edu/money | investing.rutgers.edu