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Mutual Fund Comparison Assignment
1. Find three different mutual fund prospectuses for the same type of fund (e.g., growth, index, global). 2. Compare the three mutual funds by completing the chart below to describe key features of each. 3. Write a one-page (single space, double between paragraphs) paper summarizing what you learned by comparing the mutual funds and which mutual fund is the best for you and why. Name of Fund | A.| B.| C.|

Type of Fund (e.g., income) |  |  |  |
Your Investment Objective(s) |  |  |  |
Fund's Investment Objective(s) |  |  |  |
Total Return|  |  |  |
Performance over 1 year |  |  |  |
Performance over 3 years |  |  |  |
Performance over 5 years |  |  |  |
Performance over 10 years |  |  |  |
Minimum Initial Investment|  |  |  |
Minimum Subsequent Investment|  |  |  |
Fees |  |  |  |
Commission/Sales Charge |  |  |  |
Redemption Fee|  |  |  |
Management Fees|  |  |  |
12 b-1 Fee|  | |  |
Expense Ratio|  |  |  |
Years of Manager in Position|  |  |  |
Portfolio Turnover Rate|  |  |  |
Investment Policies and Risks (e.g. market, business, financial, and currency risk) |  |  |  | Unusual Problems/Risks? (e.g., legal, ethical, management)|  |  |  | Is Fund Within Your Investment Risk Comfort Zone?|  |  |  | Services provided by fund |  |  |  |

Telephone (800#) |  |  |  |

Funds listed in Bangladesh
More browse options »
NAME| SYMBOL| TYPE| OBJECTIVE|
1st Bangladesh Shilpa Rin Sangstha MF (STBSRS)| STBSRS:BD| Closed-End Fund| Flexible Portfolio| AB Bank 1st Mutual Fund (ABB1STMF)| ABB1STMF:BD| Closed-End Fund| Balanced| AIBL First Islamic Mutual Fund (AIBL1STI)| AIBL1STI:BD| Closed-End Fund| Government/Corporate| AIMS First Guaranteed Mutual Fund (AIMS1ST)| AIMS1ST:BD| Closed-End Fund| | DBH First Mutual Fund (DBH1ST)| DBH1ST:BD| Closed-End Fund|...
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