Select three mutual funds to compare/contrast. The funds you choose should be:
One target/retirement fund using your expected retirement date (active/managed).
One passive/index fund.
One additional active/managed fund of your choosing
Find the following information for each fund. It is probably easiest to create this in a table format (17 rows x 4 columns).
Fund name & company
Asset class
Fund objective & strategy
Risk level (be descriptive; how risky is it?)
Beta
Net asset value (NAV)
NAV 12-month range (high & low)
Total net assets of fund
Top 5 holdings in the fund with % held
Asset allocation
Load type/amount
Expense ratio
Other fees
1-year performance
5-year performance
10-year performance
Portfolio managers
If you were going to start saving for retirement and had to choose to allocate your retirement contributions to these three funds, how would you choose to do it? You are free to allocate all of the money to one fund or split it out into two or three of the funds as you see fit.