Go to Vanguard.com and find a mutual fund that appeals to you. Choose any mutual fund that you wish as long as it is NOT a money market fund or a Treasury Bond fund.

Part 1:

Go to Vanguard.com and find a mutual fund that appeals to you. Choose any mutual fund that you wish as long as it is NOT a money market fund or a Treasury Bond fund. Summarize important details about the fund: describe its product summary (in your own words), its Fund Facts, and its risk potential. Also discuss why the fund appeals to you.

Part 2:

Go to Morningstar.com and search for the mutual fund you chose in part 1 using the fund’s sticker symbol. How many stars does Morningstar give the fund? Look up the fund’s Asset Allocation in Morningstar and include a screenshot in your submission. Describe the fund’s asset allocation in your own words. Based on what you see – describe what type up investor this fund is most appropriate for, e.g. retirees, younger investors seeking risking, etc.

Part 3:

Go to finance.yahoo.com and find out what the top 10 holdings of the mutual fund you chose above are. Include of screen shot of this information in your submission.

Part 4: Research what an ETF is – can you find an ETF that is similar in scope to the mutual fund you have analyzed in this assignment? If so, what is the fund?

Part 5:

Turn to Appendix A in the All About Asset Allocation and explore some of the listed resources (some are rather dated). Summarize one that you find particularly interesting.

Part 6: Search the internet for an online investing resource not discussed in class yet. Summarize the website, include its webpage address and include a screen shot of the site.