PROJECT AND REPORT

Select one mutual fund from each of three different firms. Acquire information about the funds, their policies, their costs, etc. Track and graph the value(s) of the funds from starting week 2 through ending week 11. Determine your before-tax rate of return on each of the funds (including your costs of investment). Assess the relative performance of each of the funds

Note: There are a large number of sites on www from which information and guidance can be acquired. For example, you will find several sites if you use the key word “mutual fund” and “investment” in the search engine of Google or Yahoo.

A one-page Project Status Report is due on week ending 5. This is mandatory for every student to submit it and will not be graded. It is used to monitor your progress. If you miss the deadline, you will lose the grade for final report.  The report should briefly describe the work accomplished to date. The report must be typed.

The final Project Report is due on week ending 12, and should include:

• Abstract (one paragraph)
• Description of Purpose (maximum one paragraph)
• Statement of Process (maximum one page)
• Presentation and Discussion of Results (maximum four pages)
• Appendixes (to include copy of status report plus supporting documentation, including references as appropriate)