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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