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Steven01U05K
MutualFundResearch1.docxMUTUAL FUND RESEARCH
Go to www.morningstar.com
At the top of the page see the “QUOTE” search box.
Enter each fund below separately and fill in the chart with the appropriate answer.
Some of the answers will be found by looking at the information below the gray strip in the middle of the page. For example: 30 DAY YEILD, LOAD, INVESTMENT STYLE AND MINIMUM INVESTMENT
The balance of the information you can find by clicking on the tab in the gray strip. For example: EXPENSES, RETURN/RISK, PORTFOLIO
The funds are:
FSKAX, BEXFX, PRGFX AND AKREX.
I HAVE DONE FSKAX AS AN EXAMPLE FOR YOU.
|
TICKER |
STAR RATING |
MINIMUM INVESTMENT |
TTM YIELD |
EXPENSES |
LOAD |
INVESTMENT STYLE |
RETURN/ RISK |
HIGHESTES SECTOR WEIGHT |
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FSKAX |
4 |
$2,500 |
1.58 |
.09 |
NONE |
LARGE BLEND |
ABOVE AVERAGE/AVERAGE |
TECHNOLOGY |
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BEXFX |
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PRGFX |
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AKREX |
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