Question: Mutual Fund Data Analysis Worksheet Fund # 1 Fund #2 Fund #3 Fund Name Fund Category Number of Stocks in Portfolio Top 10% (%) investment
| Mutual Fund Data Analysis Worksheet | |||
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| Fund # 1 | Fund #2 | Fund #3 |
| Fund Name |
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| Fund Category |
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| Number of Stocks in Portfolio |
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| Top 10% (%) investment |
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| Average Turnover Rate (%) |
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| Tenure of Manager (Years) |
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| Average P/E Ratio |
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| Beta |
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| Morningstar Star rating |
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| Performance |
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| Total Return (%) |
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| 1 month |
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| 3 months |
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| 5 months |
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| 3 Year Average |
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| 5 Year Average |
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| 10 Year Average |
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| Since Inception |
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| Fees and Expenses |
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| Management Fee (%) |
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| Expense Ratio (%) |
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| 12b-1 Charges (%) |
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| Front Load (%) |
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| Fund#1 | Fund # 2 | Fund # 3 |
| Deferred Load (%) |
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| Redemption Fee (%) |
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| Minimum Investment ($2,000 or less) |
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| Portfolio Composition |
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| Cash (%) |
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| Stocks (%) |
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| Bonds (%) |
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| Other (%) |
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| Foreign (%) |
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Name of five largest holdings in the portfolio & portfolio percent holding
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| Additional criteria |
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Do not use any closed funds to new investors and all funds must have a minimum investment equal to or less than $2,000.
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