Mutual Funds Investment Classifications

Worksheet
Instructions: Use your textbook (pages 302 306) and the Internet to research information on
the following types of mutual funds: Balanced Fund, Bond Mutual Fund, Index Fund, and
Growth Fund. You will need to locate the definition and three examples of each type of mutual
fund to complete the chart below. After you have completed your research, you should type a
summary, explaining which type of mutual fund you would choose to invest in and why. In your
explanation, be sure to give characteristics of the mutual fund you choose to invest in to help you
explain your investment choice.

500 Index Admiral

Shares

Vanguard Growth
Index Fund Admiral
Shares

VFIAX

VIGAX

Small Growth

Large Blend

Large Growth

This fund seeks to

identify small U.S.
companies with
growth potential.

Fund is a low cost

way to gain
diversified
exposure to the
U.S. equity
market.

This low-cost index

fund follows a buyand-hold approach
and invests in
substantially all of the
stocks represented in
its broad benchmark.

$3,000

$10,000

$10,000

$3,

IRA
$3,000
$192.12

$98.14

$192.17

$55.78

$31

N/A

N/A

N/A

N/A

1.2%

5.54%

1.20%

3.85%

4.8

nd

nd

f
nd

Profile

Vanguard 500 Index Inv

Vanguard Explorer
Fund Investor
Shares

VFINX

Vanguard U
Fund Inve

VW

VEXPX
Large Cap Blend Equities

YTD Return1.2%
3 Yr Annualized
Return13.9%
5 Yr Annualized
Return12.2%
Net Assets$209 B
Holdings in Top 1017.0%
52 WEEK LOW AND HIGH
$192.12
STANDARD (TAXABLE)
$3,000

Large

The fund
invest
diversified
primari
capitalizat

Summary:
I would invest my money into growth funds. This is because they usually do not have load
fees and can give you a great return. The minimum investment amount is also not too much
to get started with.