Personal Finance Mutual Fund Table

Your Name

MUTUAL FUND COMPARISON TABLES

Snapshot:

	Mutual Fund 3	Mutual Fund 4	Mutual Fund 6
*Name of Mutual Fund*
*Symbol*
*Morningstar Category*

Total Returns:

*5-Year Annualized Return*
10-Year Annualized Return

Morningstar Rating:

*Morningstar Overall Return Rating*
*Morningstar Overall Risk Rating*

Portfolio:

% of Portfolio Invested in Stocks

% of Portfolio Invested in Most Heavily Weighted Industry (From the industry listings under the sector weightings, choose the industry with the highest percent)

Top 25 Holdings:

*Total Number of Stock Holdings*
*Turnover %*

Fees and Expenses:

*Redemption Fees*
*12 b-1 Fee*
*Expense Projections (per $10,000)--10 year*
*Total Expense Ratio*

**Purchase Info:**
*Minimum Initial Purchase*
*Minimum Additional Purchase*

Management:

Date Manager Started (Indicate date for the manager who has the longest term of service)

Your Decision: I choose Mutual Fund # .

Justification for Your Decision (Be sure to cite specific information from the preceding comparison; also include one relevant quote in parentheses from the Motley Fool website article that affected your decision) :