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Stock market returns and the rule of 7 2 a . Complete the following table. table [ [ , Average annual returns ] ,
Stock market returns and the rule of
a Complete the following table.
tableAverage annual returnsyear,year,yearVTSAX return before taxesOLVAX return before taxesOLVCX return before taxes
b Read up on the "Rule of at the Investopedia website. How many years would it take to quadruple $ to $ using the "Rule of and the year average annual return for VTSAX? Show your work.
B Target Date Funds and Bond Funds.
Complete the following table. You can report the information from the mutual fund company's website it does not need to come from the mutual fund's prospectus.
tabletable target date funds asset allocations, expenses, and sale chargesof Vanguard, Schwab, Fidelity, and Franklin ticker symbol in parenthesestableVanguardVTTSXtableSchwabSWYNXtableFidelityFDKLXtableFranklinFLASXPortfolio composition tableStocksequitydomestic and internationaltableBonds and otherdomestic and internationalTotaltableNet expense ratioGross expense ratioMax sales charge commissionnone,none,,tableNotes: Checkpoints are as of and may differ from more recent data. Portfolio composition figures are rounded to nearest percent.
Credit quality, duration, and asset allocation complete the following table and then use this information to answer the questions. You can report the information from the mutual fund company's website it does not need to come from the mutual fund's prospectus.
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