Lucas Keller

Mutual Fund Search

Your goal is to find a mutual fund that has the following characteristics:
5 year rate of return minimum of 5%
Low initial investment maximum of $2500
Low exenses and fees no load and under !% exenses
"here are numerous #$und families% to choose from& 'ut here are a coule that you can use(
)hoose others is you wish(
$idelity www(fidelity(com
*anguard www(vanguard(com
+anus htts:,,ww-(.anus(com,+anus,/etail,0ome1age
2reyfus www(dreyfus(com
$ran3lin "emleton www(fran3lintemleton(com
!( )hoose a fund that meet the a'ove criteria 452 that fits your 6nvestment strategy,style(
)omlete the following information a'out that fund(
$und name $ran3lin 7rowth fund 4
8ym'ol 9 $K7/:
"ye of $und 7rowth
;orningstar /ating and )ategory < stars
!2 month 0i9Low =!(=>95>(52
)urrent 54* =!(20
Y"2 /eturn ?(2-%
! year /eturn !?(!-%
5 year 4vg annual return !@(>!
!0 yr avg annual return =(?-
Axenses and $ees >%
0oldings Bto 5C 4le& 7oogle& Diogen& 4llergan& Ealt 2isney
;inimum 6nitial 6nvestment $!&000
2( Ehy might you choose a mutual fund over a stoc3 or 'ondF ;utual funds have the advantage
of not doing your own stoc3s& and not having to invest as much money into the stoc3 mar3et(
6tGs also a much safer alternative(