Obtain profiles of the mutual funds you have selected for your portfolio through
Obtain profiles of the mutual funds you have selected for your portfolio through
Obtain profiles of the mutual funds you have selected for your portfolio through online brokerage sites or any website that provides investment data (Examples: Janus Henderson Enterprise T Mutual Fund information on Yahoo Finance and TD Ameritrade. Develop a tracking spreadsheet or table for your purchases to appraise the performance of the mutual funds. Develop a holding return calculations table for your purchases. Summarize findings on the following: News or events on your fund Summary of the growth and comparison of the fund Standardized returns Sector breakdown Performance Provide charts and tables on fund growth and performance Trailing total return Standard returns and risk measures Sector allocation by percent Market cap breakdown Fees and expenses Discuss how this portion of your portfolio will help you meet your financial goals based on your risk preference.

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