How would you combine them in her retirement portfolio

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Reference no: EM133803740

Problem

Read the case "Selecting Mutual Funds for Retirement Accounts" attached below and then answer the following questions in detail. You work should be 5 full pages long (double-spaced)

Task

I. How much money do you think Alice should put aside for her retirement account?

II. List the critical criteria Alice should consider in deciding which mutual fund(s) to invest in?

III. What do you think of set of Tier 2 and 3 funds available for her to invest in? Do you think the collection of funds in each asset class are good offerings? If not, what would you change?

IV. What role, if any, did fees play in your determination of Alice's portfolio? Get the instant assignment help.

V. If you were to pick only 2 funds, what would be those funds? And how would you combine them in her retirement portfolio? Try a few different combinations of the 2 selected funds and decide which one is the best.

Reference no: EM133803740

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