Applied Analysis - Mutual Funds and Portfolio Building

Mr. and Mrs. Grubman have $10,000 in cash they received for their wedding.They would like to invest this amount for their eventual retirement in 30 years.After an in-depth analysis of their situation, you determine that 10% should be placed in a money-market/short-term bond fund for emergencies, 50% should be place in a diversified stock fund, 20% in a intermediate/long-term bond fund, 10% in an international stock fund, and 10% in a REIT fund.

1.Go to the Vanguard website, http://www.vanguard.com/ or here to get a list of the type of funds: https://investor.vanguard.com/mutual-funds/list#/mutual-funds/asset-class/month-end-returns

Fill in the table below based on the tickers.For types, use these:Money, Bond, Stock, International, and REIT.Ignore required minimums.

Type of Fund Name Ticker Expense Since Ratio inception or 10 yr avg. of 8/31/2018 VMMXX 0.43% VFITX 3.04% VFICX 4.98% VWEHX 7.20% VTSAX 10.98% VEXAX 11.26% VINEX 7.43% VHGEX 7.54% VGSLX 7.78%Type of Fund Name Ticker Expense 10-year Avg ret. Ratio as of 8/31/2018 BND 3.59% VXF 11.26% VT 7.16% VNQ 7.78%Type of Fund Name Ticker Total Premium/discount Expense Ratio DSU DNP AGD