Provide charts and tables on fund growth and performance
Instructions
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Prior to beginning work on this assignment, read Chapter 12 in the text, and review the Chapter 12 Mutual Funds and Exchange-Traded Funds PowerPoint. In this assignment, you will make your initial purchase of mutual funds to build your portfolio. You will have a spending budget of $20,000 to complete this purchase (including commission cost).
In your paper,
Obtain profiles of the mutual funds you have selected for your portfolio through online brokerage sites or any website that provides investment data (Examples: Janus Henderson Enterprise T Mutual Fund information on Yahoo Finance (https://finance.yahoo.com) and TD Ameritrade (https://www.tdameritrade.com)
Develop a tracking spreadsheet or table for your purchases to appraise the performance of the mutual funds.
Develop a holding return calculations table for your purchases.
Summarize findings on the following:
News or events on your fund
Summary of the growth and comparison of the fund
Standardized returns
Sector breakdown
Performance
Provide charts and tables on fund growth and performance
Trailing total return
Standard returns and risk measures
Sector allocation by percent
Market cap breakdown
Fees and expenses
Discuss how this portion of your portfolio will help you meet your financial goals based on your risk preference.
The Building your Mutual Fund Portfolio paper,
Must be 3 double-spaced pages in length (not including title and references page and formatted according to APA style as outlined in the Ashford Writing Center’s APA Style (Links to an external site.)
Must include a separate title page with the following:
Title of paper
Student’s name
Course name and number
Instructor’s name
Date submitted
For further assistance with the formatting and the title page, refer to APA Formatting for Word 2013 (Links to an external site.).
Must utilize academic voice. See the Academic Voice (Links to an external site.) resource for additional guidance.
Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
For assistance on writing Introductions & Conclusions (Links to an external site.) as well as Writing a Thesis Statement (Links to an external site.), refer to the Ashford Writing Center resources.
Must use at least two credible sources, including a minimum of two from the Ashford University Library in addition to the course text.
The Scholarly, Peer Reviewed, and Other Credible Sources (Links to an external site.) table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source for a particular assignment.
Attached is the Chapter 12 powerpoint of the course text which is incorporated in this assignment It is one of the 3 sources needed. The reference is:
Smart, S.B., Gitman, L.J., & Joehnk, M.D. (2017). Fundamentals of investing (13th ed.). Retrieved from https://www.pearson.com
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