Morningstar – Mutual Funds
Mutual Funds and ETF Worksheet
Go to click Funds
1. Go to “Learn” and click “Funds Curriculum”:
What is a mutual fund?
What is NAV – Net Asset Value
2. What is the difference between a stock mutual fund and a bond mutual fund?
3. Click “Funds”; Click “Category Returns”: List 10 different types of categories of mutual funds. Which have performed well? Poorly?
4. If a fund or category performs well historically, does this mean that it will perform well in the future?
5. Click “Mutual Fund Screener”: Select various criteria and find a stock mutual fund you would consider purchasing. Spend time to make sure you understand all the criteria.
a. What has been the 5 year annualized return? How does this compare to the S&P500 index or some other index?
b. Glance at the returns over the last several years? How variable are the returns? Does this seem risky compared to the index and/or category?
c. What are the top three holdings of the fund?
d. What is the total expense ratio and how does it compare to the category average?
6. Mutual Fund Screener: Select various criteria and find a bond mutual fund that looks interesting.
7. When is the best time to invest in a bond mutual fund?
8. Click “ETFs”: What are Exchange Traded Funds (ETFs)?
9. What are the pros/advantages of ETFs?
10. What are the cons/disadvantages of ETFs?
11. List five ETFs.
Go to , click “mutual funds”.
12. What is wrong with Mutual Funds? What do you recommend to help minimize this problem?
13. Click “Glossary”: What is the difference between a no load and load mutual fund? Do you recommend a load or no load?
14. What are the main benefits of investing in mutual funds?
15. What is a “Family of Funds” or “Funds Family”? Provide an example.
16. Go to my website, click “Vanguard Mutual Funds”—click “See Why Costs Matter”. What is the lesson of this link?
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