You Too Can be a Mutual Fund Manager!

This project will give you and your partner the opportunity to manage a stock mutual fund of your own creation for the next ten weeks.  This fund will be comprised of a mixture of stock holdings selected by you and your partner. Your goal is to increase the value of your fund as much as possible over the length of the project.

Here are some of the basic guidelines for the project:


Your spreadsheet should be set up roughly like this (we'll go over how to set this up):
 

Your Names

Date

 

 

 

Name of the Stock (Symbol)

Shares Held

Current Share Price

Total Value of the Stock

Key News/ Updates & Other Info

Swanson Frozen Entrees (SFE)

1250

$75

$93750

We bought this stock because the CEO is a genius!!!

Swanson Household Healthcare  (SHH)

1500

$95

$142500

 

 

 

 

 

 

Total Value of Fund

 

 

$236250

 

Share Price of Fund

 

 

$2.36

 

Cash Reserves

 

 

$763750

 

 

 

 

 

 

NYSE (update this weekly)

11056.25

 

 

 

NASDAQ(update this weekly)

2215.10

 

 

 

You will be creating a new section of your spreadsheet for each of the ten weeks of the project so that we can track your progress.

Share Price Standings by class period:

Fund Name

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Week 9

Week 10

Week 11

Week 12

Group 1






 

 

 

 

Group 2 10.03
9.89




 

 

 

 

Group 3
9.21
7.84




 

 

 

 

Group 4
9.54
8.84




 

 

 

 

Group 5
10.14
10.66




 

 

 

 

Group 6
9.47
8.78




 

 

 

 

Group 7
9.57
9.54




 

 

 

 

Group 8
10.01
10.01




 

 

 

 

Group 9






 

 

 

 

Group 10






 

 

 

 

Group 11
9.35
8.67




 

 

 

 

Group 12






 

 

 

 

Group 13
8.74
9.05




 

 

 

 

Group 14






 

 

 

 

Group 15
8.78
8.47




 

 

 

 

Group 16
9.46
8.73




 

 

 

 

Group 17
9.64
9.22


 

 

 

 

 

 

Group 18
6.28
6.77


 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Period 5

 

 

 

 

 

 

 

 

 

 

Group 1



 

 

 

 

 

 

Group 2
9.87
9.87


 

 

 

 

 

 

Group 3
9.64
9.43


 

 

 

 

 

 

Group 4
9.26
8.53


 

 

 

 

 

 

Group 5
9.27
8.52


 

 

 

 

 

 

Group 6




 

 

 

 

 

 

Group 7
9.92 9.53

 

 

 

 

 

 

Group 8
3.93
3.38


 

 

 

 

 

 

Group 9




 

 

 

 

 

 

Group 10
9.61 9.08

 

 

 

 

 

 

Group 11
8.89
8.50


 

 

 

 

 

 

Group 12 9.77
4.33


 

 

 

 

 

 

Group 13 9.78
9.01


 

 

 

 

 

 

Group 14 9.18
8.43


 

 

 

 

 

 

Group 15



 

 

 

 

 

 

Group 16 9.40
8.83


 

 

 

 

 

 

Grup 17
9.53
8.99


 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Period 5

 

 

 

 

 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 






 

 

 

 

 

 




 

 

 

 

 

 

 

 




 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A few suggestions for research:
CNNfn , Bloomberg, Google Business News (you can put a symbol into google and get a quote), the NASDAQ , or the New York Stock Exchange (NYSE)

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