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Calculators, work sheets and resources for fine-tuning your investment portfolio.
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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
 


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