Go to  to access Morningstar mutual fund data for free. Go to the "Screener" section in the middle of the page and select "Fidelity Investments" under "Fund Family Selection,' and select "No preference" under "Categories." Under "Equity Style" select the small market cap/growth option (Sml/Gro).

https://finra-markets.morningstar.com/MutualFund/AdvScreener/Screen.jsp

 

1. Examine the funds to answer the following questions:

a. Which fund has the best expense ratios? 

b. Which fund has the best 3-year return? Which has the best 10-year return?

c. Do you need to eliminate any of the funds from consideration due to a minimum initial investment that is higher than you are capable of making?

 

2. Based on what you know about the funds, which one do you think would be the best one for your investment?

Answer rating: 100% (QA)

Examine the Funds a Best Expense Ratios Sort the funds by expense ratio in ascending order to identi... View the full answer