Financial Literacy - Financial tuneup
investing
Work sheet: Researching mutual funds

With an investment plan in place, finding the right funds is the icing on the cake. Use this work sheet to compare similar funds to narrow down your choices.

Objective of these funds:


Fund 1Fund 2Fund 3
Fund name
Fund symbol
Benchmark index
Benchmark return over:
1 year
3 years
5 years
Fund return over:
1 year
3 years
5 years
Fund manager tenure
Minimum investment
Annual expense ratio
Load?
How much?
12b-1 fee?
Turnover rate
Alpha
Beta
R-squared

View worksheet archive

« Back to the Financial Tuneup table of contents

advertisement

          Connect with us
advertisement
CD & INVESTING NEWSLETTER

Learn the latest trends that will help grow your portfolio, plus tips on investing strategies. Delivered weekly.

CDs and Investment

Need to invest $3K for the long term?

Dear Dr. Don, What's the best place to invest $3,000 for the long term? I'm interested in earning the best rates with low or no fees. Thanks, -- Cheryl Compounds Dear Cheryl, You've got (at least) three questions to... Read more

advertisement

Blog

Sheyna Steiner

Is your broker wrecking your retirement?

Skewed financial incentives for advisers can lead to less than optimal financial advice. What is the answer to conflicts of interest?  ... Read more

Partner Center
advertisement

Connect with us