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

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