Personal Finance 1st Edition by Jack R. Kapoor

Exercise 13

Mutual Fund Research Can Make a “Big” Difference

This chapter stressed the importance of evaluating potential mutual fund investments. Now it’s your turn to try your skill at evaluating a potential fund investment. To complete this case assignment, you need to begin by picking a specific fund. You can choose any type of fund that you think will help you achieve your personal financial goals. For help choosing a fund, you may want to use the fund screener at the Yahoo! Finance website (http://screener.finance.yahoo.com/funds.html). Once you have selected your fund, use information from the Internet, professional advisory services, newspapers, or financial publications to research your fund. Hint: Before completing this assignment, you may want to review the material in the section “How to Decide to Buy or Sell Mutual Funds” in this chapter. Then complete the assignment below.

Based on your research, answer all of the questions on Your Personal Financial Planner Sheet 62—Mutual Fund Evaluation that is located at the end of your text.