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You are trying to find a good investment for The Smith Family to add to their portfolio. They have compiled the following list of characteristics
You are trying to find a good investment for The Smith Family to add to their portfolio. They have compiled the following list of characteristics that are important for them. Use www.Fidelity.com find two mutual funds that closely fit their criteria. They want the following: The Smiths are interested in Growth and Income. Performance: Fund that has returned at least 5% per year on average over the last 5 years.. They are moderate risk takers Expense ratio of 0.5% or less Try to find investments that meet all/most of this family's preferences. 1. Fill out the below table with information on your recommended mutual funds. Characteristic Fund Name Fund Ticker YTD Returns 1-Year Returns 3-Year Returns 10-Year Returns Inception Date NAV Expense Ratio (Gross) Portfolio Net Assets 12 Month Low 12 Month High Minimum Investment Top Holding % in Top Ten Holdings Current Fund Manager Option #1 Option #2
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