Name____________________________
Date_____________________________
CHAPTER 11
STUDENT ACTIVITY SHEET
Investment scavenger hunt
Locate the BEST possible information that you can find. Checking different sites will most likely result in a variety
of answers. Often you are asked for the highest or the lowest. Use the answer sheet to record your findings.
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Highest rate offered on a Certificate of Deposit from a bank
Highest rate offered on a Certificate of Deposit from a credit union
Highest performing mutual fund (averaged more than 20%) this year
Mutual fund that averaged 12% for the past five years
Lowest performing mutual fund for the past ten years
Highest money market rate
Price of gold per ounce in the U.S.
Price of gold per ounce in Great Britain (and monetary unit)
The average price of oil per barrel prior to September 11, 2001
What did oil trade at yesterday?
Lowest traded individual stock yesterday
Highest traded individual stock yesterday
52-week high of McDonald’s stock
52-week low of Wal-Mart stock
Stock symbol for Coca-Cola, and current price per share
United States Treasury Bond rate (six-month)
United States Treasury Bond rate (five-year)
Highest performing international fund (five-year minimum)
Highest performing small-cap fund (five-year minimum)
A fund that has a higher one-year performance than a five-year performance
*** You may use the next page to record your findings
FOUNDATIONS IN PERSONAL FINANCE
You can use this page to gather your information:
1. Bank ___________________________ Rate ________________ Term _______________
2. Credit Union ____________________ Rate __________ Term____________
3. Mutual fund_______________________ Type _____________ Return ________
4. Mutual fund_______________________ Type _____________ Return ________
5. Mutual fund_______________________ Type _____________ Return ________
6. Money Market ______________________ Rate___________ Min. Investment ______
7. Gold ___________ (U.S.)
8. Gold ___________ (U.K.) Monetary Unit ______________
9. Oil _____________ (2001)
10. Oil _____________ (yesterday)
11. Company____________________ Symbol ______________ Price _________
12. Company____________________ Symbol ______________ Price _________
13. McDonald’s (High) _______________
14. Wal-Mart (Low) ________________
15. Coca-Cola ___________ Price ____________
16. Treasury Bond (six-month) _____________
17. Treasury Bond (five-year) ______________
18. International Fund _____________________ Return_____________
19. Small-Cap Fund _____________________ Return_____________
20. Fund _____________________ One-Year Return___________ Five-Year Return ___________
FOUNDATIONS IN PERSONAL FINANCE