- advertisement -
Bankrate.com
News & Advice Compare Rates Calculators
Rate Alerts  |  Glossary  |  Help
Mortgage Home
Equity		 Auto CDs &
Investments		 Retirement Checking &
Savings		 Credit
Cards		 Debt
Management		 College
Finance		 Taxes Personal
Finance
Financial Literacy - Financial tuneup Click Here
TOOLS AND RESOURCES
Investing tool kit
Calculators, work sheets and resources for fine-tuning your investment portfolio.
» Notify me of the next issue 
Investment tuneup
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 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      

View worksheet archive
 


TABLE OF CONTENTS
  GROWTH OPPORTUNITIES
  ESSENTIALS
  Budgeting
  Credit cards
  Mortgages
  Retirement
  Home equity
  Credit scoring
  Emergency fund
  Insurance
  College funding
  Investing
  Estate planning
  Taxes
  ACTION
- advertisement -
- advertisement -
- advertisement -
News & Advice | Compare Rates | Calculators
Mortgage | Home Equity | Auto | Investing | Checking & Savings | Credit Cards | Debt Management | College Finance | Taxes | Personal Finance
About Bankrate | Privacy | Online Media Kit | Partnerships | Investor Relations | Press/Broadcast | Contact Us | Sitemap
NASDAQ: RATE | RSS Feeds | Order Rate Data | Bankrate Canada | Bankrate China

* Mortgage rate may include points. See rate tables for details. Click here.
* To see the definition of overnight averages click here.

Bankrate.com ®, Copyright © 2010 Bankrate, Inc., All Rights Reserved, Terms of Use.

Bankrate Privacy Policy