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Choose a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth. Identify one mutual fund from that family for each
Choosea mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.
Identifyone 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
Writea 1,050- to 1,400-wordpaper including an evaluationfor each mutual fundusing worksheet 41 on p.459 as a template.Do not submit this worksheet with your assignment, but use it as a guide in evaluating the characteristics of each fund (categories 1-5 of the worksheet).
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
Formatyour paper consistent with APA guidelines.
Category 1: Fund Characteristics 1. What is the fund's ticker symbol? What is the fund's name? 2. What is the fund's Morningstar rating? 3. What is the minimum investment? 4. Does the fund allow telephone or Internet exchanges? Yes No 5. Is there a fee for exchanges? Yes NoStep by Step Solution
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