Mutual Fund Search

Your goal is to find a mutual fund that has the following characteristics:
5 year rate of return minimum of 5%
Low initial investment maximum of $2500
Low expenses and fees no load and under 1% expenses
There are numerous Fund families to choose from! "ut here are a couple that you can use#
$hoose others is you wish#
Fidelity www#fidelity#com
%anguard www#&anguard#com
'anus https:((ww)#*anus#com('anus(+etail(,ome-age
.reyfus www#dreyfus#com
Fran/lin Templeton www#fran/lintempleton#com
1# $hoose a fund that meet the a"o&e criteria 01. that fits your 2n&estment strategy(style#
$omplete the following information a"out that fund#
Fund name Fidelity 3elect 4ultimedia -ortfolio
3ym"ol 5 F64-7
Type of Fund growth and media fund
4orningstar +ating and $ategory 5 start $onsumer $yclical
18 month ,i5Low 9:;#)559<1#8)
$urrent 10% 9:8#=>
YT. +eturn ?;#8)%
1 year +eturn ?8;#11%
5 year 0&g annual return ?85#)5%
1= yr a&g annual return ?18#1>%
@xpenses and Fees @xp +atio ABrossC #:1% @xp +atio A1etC #:1% +edemption Fee #<5%
,oldings Atop 5C Dalt .isney $o! $omcast $orp $L 0! $"s $orp $L 6! %iacom 2nc $L 6!
Time Darner 2nc
4inimum 2nitial 2n&estment 98!5==
8# Dhy might you choose a mutual fund o&er a stoc/ or "ondE 0 mutual fund is a lot less time
consuming "ecause! you donFt ha&e to loo/ up what stoc/s are good and how your stoc/s are
doing# 0lso itFs a way to a&oid complicated stressful decision ma/ing li/e in&esting in stoc/s#