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12.1Worksheet 12.1 - Mutual Funds for Different Time
Horizons and ObjectivesResearch different mutual funds and
choose funds that support your short-term, intermediate, and
long-term objectives. Compare funds based on their past
performance, expense ratios, loads, risks, and holdings.Short-
Term Investment (< 1 Year)Mutual FundInitial
InvestmentLoad/Expense RatioHoldingsIntermediate Investment
(1 - 5 Years)Mutual FundInitial InvestmentLoad/Expense
RatioHoldingsLong-Term Investment (> 5 Years)Mutual
FundInitial InvestmentLoad/Expense RatioHoldings
12.2Worksheet 12.2 - Comparison of Mutual Fund
CompaniesResearch different mutual fund companies and
choose three similar funds with similar holdings. Compare the
three funds based on past performance, expense ratios, loads,
risks, and holdings. Where do they fit in the Morningstar Style
Box?Fund 1Fund 2Fund 3Fund nameFund symbolBenchmark
indexBenchmark return over:1 year3 years5 years10 yearsFund
return over:1 year3 years5 years10 yearsFund manager
tenureMinimum initial investmentMinimum continuous
automatic investmentAnnual expense ratioLoad?How
much?12b-1 fee?Turnover rateMorningstar Box
LargeMediumSmallValueBlendGrowth
12.3Worksheet 12.3 - Mutual Fund Planning
WorksheetConstruct an investment plan that includes
appropriate use of mutual funds to meet your short-term,
intermediate, and long-term savings objectives. Then log this
information in your online GoalTracker.Short-Term
Intermediate Long-Term Goal/PurposeFund
NameSymbolHoldings/Style BoxRisk LevelFund return over: 1
year 3 years 5 years 10 yearsFund manager tenureMinimum
initial investmentMinimum continuous, automatic
investmentAnnual expense ratioLoad/How much?12b-1
fee?Turnover rate
12.1Worksheet 12.1 - Mutual Funds for Different Time Horizons and .docx

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12.1Worksheet 12.1 - Mutual Funds for Different Time Horizons and .docx

  • 1. 12.1Worksheet 12.1 - Mutual Funds for Different Time Horizons and ObjectivesResearch different mutual funds and choose funds that support your short-term, intermediate, and long-term objectives. Compare funds based on their past performance, expense ratios, loads, risks, and holdings.Short- Term Investment (< 1 Year)Mutual FundInitial InvestmentLoad/Expense RatioHoldingsIntermediate Investment (1 - 5 Years)Mutual FundInitial InvestmentLoad/Expense RatioHoldingsLong-Term Investment (> 5 Years)Mutual FundInitial InvestmentLoad/Expense RatioHoldings 12.2Worksheet 12.2 - Comparison of Mutual Fund CompaniesResearch different mutual fund companies and choose three similar funds with similar holdings. Compare the three funds based on past performance, expense ratios, loads, risks, and holdings. Where do they fit in the Morningstar Style Box?Fund 1Fund 2Fund 3Fund nameFund symbolBenchmark indexBenchmark return over:1 year3 years5 years10 yearsFund return over:1 year3 years5 years10 yearsFund manager tenureMinimum initial investmentMinimum continuous automatic investmentAnnual expense ratioLoad?How much?12b-1 fee?Turnover rateMorningstar Box LargeMediumSmallValueBlendGrowth 12.3Worksheet 12.3 - Mutual Fund Planning WorksheetConstruct an investment plan that includes appropriate use of mutual funds to meet your short-term, intermediate, and long-term savings objectives. Then log this information in your online GoalTracker.Short-Term Intermediate Long-Term Goal/PurposeFund NameSymbolHoldings/Style BoxRisk LevelFund return over: 1 year 3 years 5 years 10 yearsFund manager tenureMinimum initial investmentMinimum continuous, automatic investmentAnnual expense ratioLoad/How much?12b-1 fee?Turnover rate