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Mutual Funds Assignment: You Have With An Intermediate or Long-Term Goal

The document provides instructions for a mutual funds assignment, asking the student to specify an intermediate or long-term SMART goal from a previous week's assignment. It then instructs the student to research two mutual funds using fund screeners that would be appropriate for this goal, and to note the fund names and ticker symbols. The student is asked to compare the two funds by filling out a table with data on each fund including objectives, fees, returns, and ratings in order to analyze which might be best suited to the specified goal. A link is then provided to complete additional questions related to the funds analysis.

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sourav goyal
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54 views2 pages

Mutual Funds Assignment: You Have With An Intermediate or Long-Term Goal

The document provides instructions for a mutual funds assignment, asking the student to specify an intermediate or long-term SMART goal from a previous week's assignment. It then instructs the student to research two mutual funds using fund screeners that would be appropriate for this goal, and to note the fund names and ticker symbols. The student is asked to compare the two funds by filling out a table with data on each fund including objectives, fees, returns, and ratings in order to analyze which might be best suited to the specified goal. A link is then provided to complete additional questions related to the funds analysis.

Uploaded by

sourav goyal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Mutual Funds Assignment

NOTE: Refer back to your assignment on Week 6 and specify a SMART goal
you have with an intermediate or long-term goal.

1. Using any of these fundscreeners you will find two mutual funds that may
be appropriate for your goal.
 How did you find these two funds?
 What is the full name of the fund?
 What is the ticker symbol for these funds?

2. Compare these two funds, provide all of the following data for each fund
and answer the following questions.

Fund Objective:

Management Tenure:

Fees:

Load:

Front End:

Deferred:

Redemption:

Management:

12b-1:

Expense Ratio:

5 Year Average Annual


Return:

10 year average annual


return:

Sharpe Ratio:
Treynor Ratio:

Jensen's Alpha:

Morningstar Rating:

Lipper Rating:

Once you have completed filling out the graph copy and paste the following link
into your browser to complete the corresponding questions.

Link: https://class.coursera.org/uffinancialplanning-002/quiz/attempt?
quiz_id=117

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