$1.$ Find three different mutual fund prospectuses for the same type of fund $($e$.$g$.,$ growth, index, global$).$

$2.$ Compare the three mutual funds by completing the chart below to describe key features of each.

$3.$ Write a one$-$page $($single space, double between paragraphs$)$ paper summarizing what you learned by comparing the mutual funds and which mutual fund is the best for you and why.

Type of Fund $($e$.$g$.,$ income$)$

Total Return

Performance over $1$ year Performance over $3$ years Performance over $5$ years Performance over $10$ years Minimum Initial Investment$$Name of Fund$$A$.$B$.$C$.$Your Investment Objective$($s$)$Fund$\text{'}$s Investment Objective$($s$)$Minimum Subsequent Investment

Fees

Commission$/$Sales Charge Redemption Fee Management Fees

$12$ b$-1$ Fee

Expense Ratio

Portfolio Turnover Rate

Years of Manager in Position$$Investment Policies and Risks $($e$.$g$.$ market, business, financial, and currency risk$)$

Unusual Problems$/$Risks$?($e$.$g$.,$ legal, ethical, management$)$

Is Fund Within Your Investment Risk Comfort Zone?

Services provided by fund

Telephone $(800$#$)$

$13|$ P a g e