Lesson 3.2

Evaluate the Top Mutual Funds

1. Put the mouse in the SEARCH bar and click it. The screen below should show up.

  • Enter PRGTX where it says “Enter a symbol or keyword” but DO NOT hit Enter!
     

2. Now click on the PRGTX ticker symbol. 

  • The screen on the next page will appear.

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3. To evaluate the five ticker symbols found earlier...

  • Select/click the Fund Comparison box as shown on the right:

  • The screen below on the bottom will appear.

4. The Returns for these funds will then pop up:

  • Which is the best fund and why?
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5. Now review the Expenses for these funds

  • Select the Fees radial button and select Show Funds.

6. Fee results:

  • Are any of these funds a “Load” fund? 
  • Any fund with a Total Expense Ratio greater than 1%?
  • Look at “Min Initial Investment”
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7. Select on "Risk" and click "Show Funds"

  • So the Alpha values are below 1.00, What does that mean?

  • Beta values are Close to 1.00, What does that mean?

  • Standard Deviation (Std Dev) are in the 3.50 to 5.00 range, What does that mean?


8. Select the "holdings" fund and and press "Show Funds"

  • Holdings for each fund will appear on the next screen.

    • On this page you can see some of the holdings for the ticker symbol FSCSX. Other holdings can be seen by scrolling down the page until the next ticker symbol appears.

    • The page also shows the Top Sectors in this fund along with the percentage this company comprises in the fund.

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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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