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Category 1: Fund Characteristics

1. What is the fund's ticker symbol? What is the fund's name?

2. What is the fund's Morningstar rating?

3. What is the minimum investment?

4. Does the fund allow telephone or Internet exchanges? ? Yes ? No

5. Is there a fee for exchanges? ? Yes ? No

Category 2: Costs

6. Is there a front-end load charge? If so, how much is it?

7. Is there a redemption fee? If so, how much is it?

8. How much is the annual management fee?

9. Is there a 12b-1 fee? If so, how much is it?

10. What is the fund's expense ratio?

Category 3: Diversification

11. What is the fund's objective?

12. What types of securities does the fund's portfolio include?

13. How many different securities does the fund's portfolio include?

14. How many types of industries does the fund's portfolio include?

15. What are the fund's five largest holdings?

Category 4: Fund Performance

16. How long has the fund manager been with the fund?

17. How would you describe the fund's performance over the past 12 months?

18. How would you describe the fund's performance over the past five years?

19. How would you describe the fund's performance over the past 10 years?

20. What is the current net asset value for this fund?

21. What is the high net asset value for this fund over the last 12 months?

22. What is the low net asset value for this fund over the last 12 months?

23. What do the experts say about this fund?

Category 5: Conclusion

24. Based on the above information, do you think an investment in this fund will help you achieve your investment goals? ?

Yes ? No

25. Explain your answer to question 24.

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  • Category:- Basic Finance
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