Mutual Funds Final Project Report

Mutual Funds Final Project Report Select one mutual fund from each of three different firms. So there should be THREE mutual funds.

Mutual Funds Final Project Report
Mutual Funds Final Project Report

Acquire information about the funds, their policies, their
costs, etc. Track and graph the value(s) of the funds from September 2013 through the end of November 2013. Determine your before-tax rate of return on each of the funds (including your costs of investment). Assess the relative performance of each of the funds.
The final Project Report should include:
• Abstract (one paragraph)
• Description of Purpose (one paragraph)
• Statement of Process (one page)
• Presentation and Discussion of Results (four pages)
PLEASE add Appendixes with the report (to include the copy of status report plus supporting documentation, including references as appropriate)
The report must be typed, double-spaced, using an easily-read font with standard margins, on 8-1/2" x ll" paper.
Spreadsheets should be used for data analysis, and graphical representations must be computer-generated.

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