Case 1 Matching Mutual Fund Investments to Economic Projections Glenn Sandler, a realtor for the past ten

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Case 1 Matching Mutual Fund Investments to Economic Projections Glenn Sandler, a realtor for the past ten years in Ames, Iowa, is married and has two children. He is interested in investing in mutual funds. Glenn wants to put half of his $20,000 of accumulated savings into a stock mutual fund and then continue to invest $200 monthly for the foreseeable future, perhaps using the money for retirement starting in about 25 years. Glenn has limited his choices to the mutual funds listed in Table 15.2.

(a) Glenn wants to invest the full $10,000 now and diversify his holdings into two mutual funds, an international fund and a stock fund. Which two funds listed in Table 15.2 do you recommend as investments for his

$10,000? Why?

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Personal Finance

ISBN: 9781439039021

10th Edition

Authors: E Thomas Garman, Raymond E Forgue

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