Lesson 2.2

1. Click on the magnifying glass and search for the ticker symbol "POAGX"

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2. Under column C, line 1, type in the category for the fund.

  • A fund category is a way of differentiating mutual funds according to their investment objectives and principal investment features. This categorization allows investors to spread their money around in a mix of funds with a variety of risk and return characteristics. (Link)
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3. Under column D, line 1, type in the load for the fund.

  • A load fund is a mutual fund that comes with a sales charge or commission. The fund investor pays the load, which goes to compensate a sales intermediary, such as a broker, financial planner or investment advisor. (Link)
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3. Under column E, line 1, type in the Expense Ratio for the fund.

  • The total expense ratio (TER) is a measure of the total costs associated with managing and operating an investment fund, such as a mutual fund. (Link)

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3. Under columns F-J, line 1, type in the fund performance for the 1-month, 1-year, 3-year, 5-year, and 10-year returns.

  • To find the 10-year return, go to the chart, the year dropbox, and click on 10-year. the 10-year average return will be listed on the bottom lefthand side. See the image:
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3. Under column K, line 1, type in the Morning Star Ranking for the fund.

  • The Morningstar risk rating is a ranking given to publicly traded mutual funds and exchange-traded funds (ETF)s by the investment research firm Morningstar. The ratings range from one to five stars, with one being the poorest rank and five being the best. (Link)
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1 | 1.1 | 1.2 | 1.3 | 2 | 2.1 | 2.2 | 2.3 | 2.4 | 3 | 3.1 | 3.2 | 4 | 4.1 | 4.2 | 4.3 | 4.4 | 4.5 | 4.6 | 5 | 5.1 | 5.2


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