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Mutual Funds: Compare and Contrast Open-End Mutual Funds and Close-End Funds. Use the Style Box below to explain how mutual funds can differ and why

Mutual Funds:

Compare and Contrast Open-End Mutual Funds and Close-End Funds.

Use the Style Box below to explain how mutual funds can differ and why different investors may be drawn to various areas of the box.

Discuss how to compare Mutual Funds. (Think of this part as if you are advising a family member on how to find a mutual fund that will work in their portfolio)

image text in transcribed

Morningstar Style BoxTM Value Blend Growth Large Medium Sma

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