FIN 420 WEEK 3 Team Mutual Funds Analysis
FIN 420 WEEK 3 Team Mutual Funds Analysis
FIN 420 WEEK 3 Team Mutual Funds Analysis
Research a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.
Identify one mutual fund from that family for each of the following categories:
- Actively managed common stock fund.
- Fixed income fund.
- Balanced fund.
- International fund.
- Fund devoted to retirement investing.
Write a 90- to 175-word mutual fund evaluation for each mutual fund using the worksheet of your financial plan as a template. Include the following in your evaluation:
- Analysis of the characteristics of each fund.
- Recommendation of the type of investor to which each fund is suited.
Click the Assignment Files tab to submit your Microsoft® Word document.
FIN 420 WEEK 3 Team Mutual Funds Analysis
FIN 420 WEEK 3 Team Mutual Funds Analysis
FIN 420 WEEK 3 Team Mutual Funds Analysis
FIN 420 WEEK 3 Team Mutual Funds Analysis
Research a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.
Identify one mutual fund from that family for each of the following categories:
- Actively managed common stock fund.
- Fixed income fund.
- Balanced fund.
- International fund.
- Fund devoted to retirement investing.
Write a 90- to 175-word mutual fund evaluation for each mutual fund using the worksheet of your financial plan as a template. Include the following in your evaluation:
- Analysis of the characteristics of each fund.
- Recommendation of the type of investor to which each fund is suited.
Click the Assignment Files tab to submit your Microsoft® Word document.
FIN 420 WEEK 3 Team Mutual Funds Analysis
