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How do you select your mutual funds? Like many investment companies, InvestSafe offers the following tool on its website, allowing you to eliminate funds that

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How do you select your mutual funds? Like many investment companies, InvestSafe offers the following tool on its website, allowing you to eliminate funds that do not match your needs in terms of risk and reward, management style, asset classes, and tax treatment. A list of the no-load and low-load funds offered by InvestSafe follows. (Note: Many real websites offer even more specific fund-search capabilities-look online and see for yourselfl) Use the following tables to help eliminate funds based on characteristics that do not meet your basic criteria, Once you have narrowed down your list, you are ready to research the performance of the funds that interest you most. Based on your eliminations, select three funds that best meet your needs. Note: You wili be granted a point for any answer you give as there are no right or wrong answers. However, you must answer every question to receive full credit. If none of the offered answer choices is an exact fit, choose the one that most ciosely reffects your situation or opinion. 1. 2 Fund Name Asset Class Money Market Plus Money market Fixed-Term Tax Exempt Bond-Short-term treasury Short-Term Bond Index Bond-Short-term treasury Money market Balanced Balanced Bond-Long-term treasury Bond-Inter-term low quality 6.87% Bond-Long-term treasury 4.08% InvestSafe Adventure Fund Stock-Small-cap growth 0.12% Stock-Large-cap growth 0.49% Stock-Mid-cap growth 1.19% Long-Term Bond Index Stock-Mid-cap blend 0.93% Long-Term Tax Exempt Mid-Cap Growth Index Money Market Plus ur list, you are ready to research the perfor rece Tax-Exempt Money Market ffered answer choices is an exact fit, choose 1. 2. 3

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