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 on Yahoo Finance (Links to an external site.) and TD 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.
