7. Getting the Smiths Invested

Learning Objective: use online services to shop for investment vehicles

The Smith household is trying to find a good investment to add to their portfolio. They have compiled the following list of characteristics that are important for them. Use online tools (e.g.,https://www.marketwatch.com/tools/screener/mutual-fund) to find three mutual funds that closely fit their criteria. They want the following:

• Want to invest in value funds
• Must have 1, 2, 5, years since inception

Try to find investments that meet all/most of this family's preferences.

1. Fill out the below table with information on your recommended mutual funds.

Characteristic	Option #1	Option #2	Option #3
Fund Name
Fund Ticker
YTD Returns
1-Year Returns
3-Year Returns
10-Year Returns
Inception Date
NAV
Expense Ratio (Net)
Portfolio Net Assets
12 Month Low
12 Month High
Top Holding
% in Top Ten Holdings
Current Fund Manager
Fund Management Group

2. Describe the strategy of each fund based on the information you have found online.

Option #1

Option #2

Option #3

3. Which option would you most recommend? Why?