Econ 1730 Section ______ Date __________

Mutual Fund Graded Activity

Last Name

First Name

Define the following terms:

1 - Individual retirement account (IRA)

2 - 401 K

3 - S&P 500

4 - Dow Jones

5 - Mutual fund

6 - Exchange traded fund (ETF)

7 - Using an Internet web-site financial section, find and identify three index mutual funds orExchange Traded Funds in the following broad classifications.

1. S&P 500

Please pick one ETF or Mutual Fund that tracks the Standard and Poor 500 Index.

What is the name of the fund?

Describe its profile

List its top 10 holdings

What is its 10-year historical return?

How diversified is it by sectors of the economy?

Meaning describe or give the percentage of how much of the fund is invested in each of the sectors of our economy.)

1. Sector Fund

Pick a fund that tracks a single sector of our economy. Generally, these funds for example have most (over 90%) of their investments in one of the following sectors, energy, real estate, healthcare, energy or technology.

What is the name of the fund?

Describe its profile

List its top 10 holdings

What is its 10-year historical return?

On what sector it is focused?. Meaning what percentage of it holding are in its major sector of the economy?

1. Balanced Fund

Pick a fund that is balanced between stock and bonds. Typically, these blended funds have 30 - 60% in stocks and 30-60% in bonds.

What is the name of the fund?

Describe its profile

What is its 10-year historical return?

What is its investment break-down in terms of stocks and bonds?

8 - Works Cited:

Create reference citations for the three funds you have selected