The 3 funds selected for this assignment should be similar (i.e. the 3 funds should all be large cap or bond funds or small cap, etc.). Through Morningstar.com and additional internet research, discover each fund’s holdings.
Compare the holdings of each fund for similarities and differences. Analyze the differences (and similarities) of each fund and answer the following questions:
Would it make sense to hold all 3 of these funds at the same time?
Are these funds different enough to be held in the same portfolio?
If the funds are very similar, which fund would you choose? Why?
Is your choice of fund(s) the one with the highest expenses? Why or why not?
Is your choice of fund(s) the most recognizable fund (presumably the one with the highest marketing expenses)?