Mutual Fund Research

Mutual Fund Research
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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.
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Mutual Fund Research