PROJECT AND REPORT
Select one mutual fund from each of three different firms. Acquire information about the funds, their policies, their costs, etc. Track and graph the value(s) of the funds from starting week 2 through ending week 11. Determine your before-tax rate of return on each of the funds (including your costs of investment). Assess the relative performance of each of the funds
Note: There are a large number of sites on www from which information and guidance can be acquired. For example, you will find several sites if you use the key word “mutual fund” and “investment” in the search engine of Google or Yahoo.
A one-page Project Status Report is due on week ending 5. This is mandatory for every student to submit it and will not be graded. It is used to monitor your progress. If you miss the deadline, you will lose the grade for final report. The report should briefly describe the work accomplished to date. The report must be typed.
The final Project Report is due on week ending 12, and should include:
- Abstract (one paragraph)
- Description of Purpose (maximum one paragraph)
- Statement of Process (maximum one page)
- Presentation and Discussion of Results (maximum four pages)
- Appendixes (to include copy of status report plus supporting documentation, including references as appropriate)
Ø Written communication rubric posted on Moodle will be used to grade your term project. Therefore, you must use it before you submit your final report.
Ø The report must be typed, double-spaced, using an easily-read font with standard margins, on 8-1/2″ x ll” paper.
Ø It is expected that proper English grammar, spelling and sentence structure will be used.
Ø The report should be stapled in the upper-left-hand comer and no covers or bindings should be used.
Ø Spreadsheets should be used for data analysis, and graphical representations must be computer-generated.
Ø It is a fundamental principle of academic integrity that the authorship of the intellectual content of work that is submitted as part of a class assignment must be fairly represented. Contributions of language and thought must be appropriately credited; submissions that do not do so are not acceptable