Discussion Question：

Go to screener.finance.yahoo.com/funds.html. Describe the constraints that you would impose when selecting funds. Impose those constraints on the category, past performance, ratings, and other characteristics, and then allow the screener to screen the mutual funds for you. List one or more mutual funds that satisfied your criteria.

StudentA Post：

The constraints I placed when searching funds changed a couple of times when I was searching, but I was looking for affordable prices with potential for growth. The constraints wound up being 3 star and 4 star ratings, the intraday price is less than $15, and percent change is less than 3%. One of the mutual funds that showed was Templeton Global Bond R6 (FBNRX). I chose this fund mainly because I was looking at trend charts and trying to find one that was on a downward trend in recent months with a potential for growth in future years. This one seemed like a fit, and also had a beta of -0.36 and a yield of 4.34%.

Student B Post：

The constraints that I would impose are:

1. Fund Family: American Funds and JPMorgan

2. Turnover Ratio: Between 30 to 50

3. Morningstar Performance Rating Overall: 4 and 5 stars

4. Market Capital Value – Long: Greater than 100,000$

5. Fund Net Assets: Greater than 1,000,000$

6. Initial Minimum Investment: 10,000$

The result shows that there are three funds matches all the constraints:

1. American Funds Washington Mutual R1

2. American Funds Washington Mutual 529C

3. American Funds Washington Mutual 529E

Pleaae submit your responses in 2 different files.