Mutual Fund Search



Mutual Fund Search

Your goal is to find a mutual fund that has the following characteristics:

• 5 year rate of return – minimum of 5%

• Low initial investment – maximum of $2500

• Low expenses and fees – no load and under 1% expenses

There are numerous “Fund families” to choose from, but here are a couple that you can use. Choose others is you wish.

• Fidelity –

• Vanguard –

• Janus –

• Dreyfus –

• Franklin Templeton –

1. Choose a fund that meet the above criteria AND that fits your Investment strategy/style.

Complete the following information about that fund.

Fund name –Fidelity Select Multimedia Portfolio

Symbol - FBMPX

Type of Fund – Consumer Cyclical

Morningstar Rating and Category – Five rating and Consumer Cyclical

12 month Hi-Low – $71.24 - $83.45

Current NAV –$82.09

YTD Return – 3.24%

1 year Return – 23.11%

5 year Avg annual return –25.45%

10 yr avg annual return – 12.19%

Expenses and Fees – 0.81%

Holdings (top 5) –

1. Disney Walt Co

2. DirecTV

3. Comcast Corp. CL A

4. Time Warner INC

5. Twenty First Century Fox INC-A

Minimum Initial Investment – $ 2,500.00

2. Why might you choose a mutual fund over a stock or bond?

A Mutual Fund is monitored by their company where a stock would be monitored by me.

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