Bus. Economics, St. Joseph School

Weekend Homework Instructions  Sat.-Sun. Oct. 18-19   DUE: Midnight, Mon. Oct. 20

Aloha, y’all

Yesterday, everyone in class chose two annual reports of  mutual funds companies.  The purpose of giving everyone the annual reports is to  expose you to what an actual, “real life” mutual fund does.  Notice that each of the mutual fund companies manages many other funds with specific objectives.  For instance, within a mutual fund company, there could be a fund that focuses on growth,  income, technology stocks, or consumer stocks, and so on.

Please choose two (2) specific funds, one from each mutual fund annual report you have and answer the following questions:

1. What are the names of the two specific funds you choose? 

2. For “a”: What is that fund’s objective and the name and qualifications of that fund’s manager?

3.  For ”b”: What is that fund’s objective and the name and qualifications of that fund’s manager?

     a) Objective:_____________________________  b) Name & Qualifications of manager?  ____________________________________

Please send your answers to the above 3 questions to:

                                >>--->            ansonchong@pobox.com 

                                On the "Subject" line, type:  "Mutual Fund Annual Reports from (your name)"

Mahalo!