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 .