Week 3 - Assignment

Building Your Mutual Funds Portfolio

[WLOs: 1, 2, 3, 4] [CLOs: 1, 2, 3, 4, 5]

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 onYahoo Finance(Links to an external site.)andTD Ameritrade(Links to an external site.).


• 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’sAPA 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 toAPA Formatting for Word 2013(Links to an external site.).

• Must utilize academic voice. See theAcademic 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 writingIntroductions & Conclusions(Links to an external site.)as well asWriting 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.
  
  
  • TheScholarly, 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.
  
  
  
  


• Must document any information used from sources in APA style as outlined in the Ashford Writing Center’sCiting Within Your Paper(Links to an external site.)
  

Must include a separate references page that is formatted according to APA style as outlined in the Ashford Writing Center. See theFormatting Your References List(Links to an external site.)resource in the Ashford Writing Center for specifications.