How To - Target Date Fund Journals

Day 22 Target Date Fund - Set-up

You are going to learn how to set up and then track the performance of an Target Date Mutual Fund EFT.

Click on this link to complete the first assignment.

You will need to complete this step in order to complete the weekly Stock Market Journal assignments (Below).

On a piece of paper, answer the following questions:

  1. What is the ticker of your Target Date Mutual Fund?

  2. Current NAV?

  3. 5yr Fund Return Average

  4. Current Asset Allocation:- Stocks Current Percentage is X.XX% - Bonds Current Percentage is X.XX%- Cash Current Percentage is X.XX%- Other Current Percentage is X.XX%

How To - Target Date Fund journal questions

Submit the following about the past week regarding their Target Date Fund.

  1. One (1) paragraph about how the DOW or S&P 500 performed this week.

  2. Answer some questions about how your Target Date Fund portfolio performed this week.

Click on this link for help on completing the weekly Target Date Fund Journal assignments.

  1. Submit your answers to your instructor.