Posted: February 4th, 2016

Pick a Mutual Fund of your choice. Visit the web site and learn about your chosen fund whatever you want to learn.

Pick a Mutual Fund of your choice. Visit the web site and learn about your chosen fund whatever you want to learn. Write a report, a page or so, explaining the main features of the fund. Your report should be brief but comprehensive. An individual, may be your roommate, should be able to develop a good understanding of the mutual fund, who might not have heard the term mutual fund before in his (her) life!

You are free to include in your report whatever you may wish related to your chosen mutual fund.  But two items are required: “Objectives” of the fund and the “Performance” of the fund.  Funds use different terms for “performance” such as “returns”, “past returns”,” statistics” to present returns information (average annual compounded returns) for 1, 3, 5,  10 years (including since inception).

You need to help to find a mutual fund! If so, visit the INVESTING HELP document and look under Mutual Fund category. Alternatively, look at the Wall Street journal and you will bound to find more than one mutual fund.

The assignment should be in very basic language.

The assignment must be done 15:00 Chicago, IL time