In this activity students use the Morning Star website to research various mutual funds. For this assignment, students use the fund name and ticker to research the Net Asset Value, Fund Type, Fee Level, Investment Style, and Asset Allocation.
Following the research segment, students then answer questions about the characteristics of mutual funds, compare mutual funds to individual stocks, explain how a mutual fund makes money, and evaluate the funds they researched.
This product is part of my Investing Unit. This activity pairs well with the Mutual Fund PowerPoint
, which can be purchased separately, or at a discounted price as the Mutual Fund Lesson Plan
. You may also like:Hands-on Investment Pyramid
Intro to Investing PPT
Mutual Fund Lesson Plan
Creating an Investment Portfolio for a Client and Question Set
Investment and Retirement Test
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or Investing and Retirement Unit Bundle