Building Wealth
Explore Mutual Funds
48 Points
You have just received an inheritance of $50,000 from your great, great Aunt Mildred. How
Awesome! However, Aunt Mildred requires that you invest the entire balance in mutual funds
for a MINIMUM of 10 years.
Your job is to identify between three and five mutual funds for investment of your inheritance.
*** NOTE: IF YOU ARE A JUNIOR, YOU WILL ONLY IDENTIFY ONE OR TWO MUTUAL FUNDS
********** Please create an artifact that includes the following information:
 What are you financial goals for this inheritance?
For each mutual fund:
 Name of Mutual Fund
 Company that manages Mutual Fund
 Brief description of Fund, that includes:
o Open or closed?
o Stock, bond, blended
o Cap size – if applicable
o Foreign or domestic
o If a Bond fund, is it by maturity date, interest rate or???
o Any other details that explain the type of securities in that fund
o 1 year/5 year/10 year fund performance
o Load or no load?
o Management fees
 Brief explanation, bullet points, about WHY you chose this fund
 In addition, summarize BRIEFLY and explain why you chose the MIX of funds that you
did. What about this group of funds will help you achieve your financial goals?
You may create any of the following artifacts (if you have a different idea, please see me
and get it approved first):




Presentation in Google Docs
Prezi
Poster
Glogster
RUBRIC
CATEGORY
4
3
2
1
MUTUAL FUNDS:
Knowledge and decision
making
Very clear and logical
financial goals.
Flawlessly explains
each aspect of each
Mutual Fund,
demonstrating a deep
understanding of how
Mutual Funds work,
how they are
categorized and their
investment purpose.
Investments fully
support the financial
goals. Student has
clearly gone above
and beyond to ensure
research is thorough,
professional and
complete.
Very clear and logical
financial goals.
Excellent explanation
of each aspect of each
Mutual Fund,
demonstrating a solid
understanding of how
Mutual Funds work,
how they are
categorized and their
investment purpose.
Investments fully
support the financial
goals. Student
completed thorough
research.
Clear and logical
financial goals. Solid
explanation of each
aspect of each Mutual
Fund, demonstrating a
good understanding
of how Mutual Funds
work, how they are
categorized and their
investment purpose.
Research on mutual
funds may be
“surface” at times.
Investments partially
support the financial
goals. Student
completed research
on each fund.
Financial goals may
be clear or illogical
for situation.
Rudimentary or
missing explanation
of each aspect of each
Mutual Fund,
demonstrating holies
in understanding of
how Mutual Funds
work, how they are
categorized and their
investment purpose.
Research on mutual
funds incomplete or
missing. Investments
have no logical link to
the financial goals.
Score multiplier
______ * 8 =
________
______ * 8 =
_______
______ * 8 =
_______
______ * 8 =
________
Written Material:
Attractiveness,
Mechanics, Organization
Material is 100%
professional flawless, unique,
completely captivates
the audience without
taking away from the
content of the
presentation. Makes
excellent use of font,
color, graphics,
effects, etc. to
enhance the
presentation. No
misspellings or
grammatical errors.
Content is extremely
well organized using
headings or bulleted
lists to group related
material.
Material is
professional and
captures the audience
without taking away
from the content of
the presentation.
Makes excellent use
of font, color,
graphics, effects, etc.
to enhance the
presentation. Less
than 3 misspellings or
grammatical errors.
Content is well
organized using
headings or bulleted
lists to group related
material.
Makes good use of
font, color, graphics,
effects, etc. to
enhance the
presentation. Less
than 5 misspellings or
grammatical errors.
Content is mostly
organized using
headings or bulleted
lists to group related
material.
Written material
detracts from content
due to errors,
unattractive
presentation,
disorganization.
Score multiplier
______ * 4 =
________
______ * 4 =
_______
______ * 4 =
_______
______ * 4 =
________
TOTAL