Reading a prospectus

1. Fund objective

2. Risk Ratio (return profile)

3. Costs of investing

Objective

The purpose of this activity is to assess a mutual fund by reading its prospectus.

4. Ticker simple

Directions

Pick a mutual fund and examine its prospectus. Locate each item listed below, and then record the information in the space provided.

5.Fund Investments (What is the fund invested in?):

6. Historical Performance (Rate of Return):

7.Minimum Investment:

8.Turnover Ratio:

9.Name of Fund:

10.Fund Manager Experience:

11.Website Used: