Ashford University Mutual Funds Portfolio Paper
Question Description
Prior to beginning work on this assignment, read Chapter 12 in the text, and review the Chapter 12 Mutual Funds and Exchange-Traded Funds PowerPoint. In this assignment, you will make your initial purchase of mutual funds to build your portfolio. You will have a spending budget of $20,000 to complete this purchase (including commission cost).
In your paper,
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 (Links to an external site.) and TD Ameritrade (Links to an external site.).
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.
The Building your Mutual Fund Portfolio paper,
Must be 3 double-spaced pages in length (not including title and references page and formatted according to APA style as outlined in the University Writing Center’s APA Style
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