Fund Analysis Worksheet

Fund Analysis Worksheet

Directions: This worksheet will have you research and compare three different mutual funds that follow S&P 500 Index Funds. -Research the funds on Morningstar.com. -Use the FINRA Fund Analyzer to compare the funds. https://tools.finra.org/fund_analyzer/

Fund Vanguard 500 Index Investor

Nationwide S&P 500 Index A

Schwab S&P 500 Index

Ticker VFINX GRMAX SWPPX

Morningstar Star Rating

Expense Ration % Load

FINRA Fund Analyzer

Choose an initial contribution amount of $10,000 Choose a holding period of 10 years Choose a rate of return of 8% Future Value

Total Cost Annual Operating Expenses

Sales Charge Which fund would you choose to invest in and why? Why do you think the expense ratio is different for each fund? Why would an investor choose the higher cost fund?

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