PT#3 – Mutual Fund Research: For the following two (2) mutual/investment funds use
information from the internet or newspapers, magazines, or mutual fund reports to
complete the mutual fund evaluation form presented in the Personal Financial Planner
(Sheet 62) at the end of the text. After completing the evaluation, answer the following
questions. Turn in both sheet 62 and your answers to the questions presented.
Understand that the worksheet provided in the textbook is extensive and some of the
information may be difficult to locate, but please do your best and complete as much as
you can. For the following two mutual funds, complete the research sheets described
above and answer the following questions. 1) Which fund would you buy? 2) Why did
you choose this fund over the others?
Mutual Funds:
1) Vanguard Balanced (VBINX)
2) Fidelity Fund Growth (FDEGX)
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