ACCT2145

Financial Planning Case Chapter 16

1. Describe the process you used to chooser your fund

2. Describe the specific sources of information you used to evaluate your fund. Were the courses of information helpful or not?

3. Based on your research answer all of the questions on Personal Financial Planner Sheet 62. Mutual fund evaluation, that is located at the end of your text.

4. In a one-to two page report, explain your decision to buy or not to buy the fund you chose to research. Be sure to indicate whether this fund could help you obtain your personal financial goals and what you have learned evaluating a mutual fund.