June 22, 2009 in Investing

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.

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Objective of these funds:

Fund 1 Fund 2 Fund 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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