Order ID:89JHGSJE83839 | Style:APA/MLA/Harvard/Chicago | Pages:5-10 |
Instructions:
Assignment on Mutual Funds Discussion
Mutual Funds (MFs) are a type of investment
Investigate five different Mutual Funds to see if any of them are a good fit for you. Use the following websites to conduct your research:
http://money.msn.com/mutual-fund/
https://www.tiaa-cref.org/public
https://www.fidelity.com/fund-screener/research.shtml
Choose up to five different categories from the five different types of funds available (5 total):
Large Capacity
Medium Capacity
a small company
a mutual fund that invests internationally
Bond Investing Fund
Precious Metals Fund is a mutual fund that invests in precious metals.
Fund for Energy
Other funds that aren’t listed are acceptable.
For each Mutual Fund, answer the following questions: 1. The fund’s name
2. What is the average rate of return over the last five and ten years?
3. What is the fund’s Morningstar rating?
4. What is the fund’s expense ratio, as well as any other fees? 5. What is the fund’s load type?
6. What is the fund’s inception date?
7. What makes you want to invest in this fund?
Use either Microsoft Word or PDF as your document format.
The project must be at least 600 words long.
Include a title page with your name and the project’s title. Save the file with your first and last names in the title. Petra ray Mutual Funds, for example.
Assignment on Mutual Funds Discussion
RUBRIC |
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Excellent Quality 95-100%
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Introduction
45-41 points The background and significance of the problem and a clear statement of the research purpose is provided. The search history is mentioned. |
Literature Support 91-84 points The background and significance of the problem and a clear statement of the research purpose is provided. The search history is mentioned. |
Methodology 58-53 points Content is well-organized with headings for each slide and bulleted lists to group related material as needed. Use of font, color, graphics, effects, etc. to enhance readability and presentation content is excellent. Length requirements of 10 slides/pages or less is met. |
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Average Score 50-85% |
40-38 points More depth/detail for the background and significance is needed, or the research detail is not clear. No search history information is provided. |
83-76 points Review of relevant theoretical literature is evident, but there is little integration of studies into concepts related to problem. Review is partially focused and organized. Supporting and opposing research are included. Summary of information presented is included. Conclusion may not contain a biblical integration. |
52-49 points Content is somewhat organized, but no structure is apparent. The use of font, color, graphics, effects, etc. is occasionally detracting to the presentation content. Length requirements may not be met. |
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Poor Quality 0-45% |
37-1 points The background and/or significance are missing. No search history information is provided. |
75-1 points Review of relevant theoretical literature is evident, but there is no integration of studies into concepts related to problem. Review is partially focused and organized. Supporting and opposing research are not included in the summary of information presented. Conclusion does not contain a biblical integration. |
48-1 points There is no clear or logical organizational structure. No logical sequence is apparent. The use of font, color, graphics, effects etc. is often detracting to the presentation content. Length requirements may not be met |
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Assignment on Mutual Funds Discussion |
Assignment on Mutual Funds Discussion