Week #8 Responses
Name: 


  1. Go to http://www.google.com/finance?q=mutual+funds or Morningstar.com then choose a mutual fund you would buy for your State Portfolio, list the name of the fund in the answer box below then answer the other questions that follow.



  1. What is a mutual fund?


  1. What is the NAV and what is this funds NAV?


  1. What does YTD mean and what is the YTD for the fund you have chosen.


  1. How has the fund performed in past five years?


  1. What is the percent breakdown among Information, Service and Manufacturing holdings if the company invests in stocks?


  1. What are the three largest holdings of this fund? In what industry are they found?


  1. What is the level of risk for this fund and why did you choose it?


  1. What is the difference between small, mid and large cap companies?





Mrs. Stevenson
Marquette Senior High School
MI