Work sheet: Researching mutual funds

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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

How much?

12b-1 fee?
Turnover rate

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