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In a short period of time you have created the 'mutual fund' component of your investment portfolio. Your portfolio now contains your three mutual funds: a 'domestic' equity fund, an 'international' equity fund, a 'domestic' bond fund, and your coach's choice- a 'social equity index' fund.
[A] In this first report give a description of your investment portfolio. The Morningstar & Quicken fund selectors and
Morningstar research options should be very helpful in selecting your funds and in researching your funds. Include the following in your description (of all four funds): name of fund, type of fund, the main sectors (technology, etc..) that the fund invests in, and the fund's largest investments (corporate holdings). What is your fund's
initial 'minimum' investment ($3,000 min) requirement? Review the "historical performance" (since you became the proud new owner of your funds- 1/26/01) (see your portfolio statement and the relevant charts), ( Quicken:"Historic Performance" ), and comment on your fund's "track record" . Finally, note the expenses associated with each mutual fund- the expense ratio and any sales charges.
[B] Turn in the following: [ 100 POINTS ]
* 'updated' versions of all charts and your portfolio statement*
Quicken chart of each of the four mutual funds. (Specifics: 3 yr, closing prices, and with a 'S&P 500' Index) (no 'S&P 500' Index with your Bond Fund)
Quicken chart containing all four mutual funds. (Specifics: 1 yr, closing prices, all four funds on one chart, and with a 'S&P 500' Index)
3) A Quicken portfolio statement ("custom view") of your portfolio.
** Review the portfolio Work sheet for a model to use in your portfolio statement setup.
4) Your Report (outline) should be typed, and include a cover page of your design. (name, class, class time, date, no folders)
See example: Student Outline, Example 2, Example 3, Example 4.
Due date will be given in class- see class notes.
6) I suggest your make a
backup copy of your report for your records.
7) Take a well deserved break and celebrate your accomplishment.
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