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.Download PDFObjective of these funds:Fund 1Fund 2Fund 3Fund nameFund symbolBenchmark indexBenchmark return over: 1 year 3 years 5 yearsFund return over: 1 year 3 years 5 yearsFund manager tenureMinimum investmentAnnual expense ratioLoad? How much?12b-1 fee?Turnover rateAlphaBetaR-squaredView worksheet archive« Back to the Financial Tuneup table of contents advertisementRelated Links:Liquidity fears? Check out no-penalty CDsFame & Fortune: Kristen BellIRA withdrawal endangers retirementRelated Articles:Celebrating big spendersQ&A: Mario LopezThe $52,000 lunch
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:
View worksheet archive
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