What is the funds objective or strategy

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Reference no: EM133640724

Questions

Assume that you are working as a financial analyst, and you decide to put 10% of your income (average income of $70,000-$99,000) into a retirement account, either a 401(k) or an IRA. These retirement accounts will be made up of ETFs and mutual funds containing stocks or bonds. You may consider mutual funds offered by TIAA-CREF, Vanguard or any other company. Select four funds and address these issues for each:

1. ???What is the fund's objective or strategy?

2. ???What is the NAV or price?

3. ?What is the expense ratio (cost)?

4. What are the rates of return at these intervals? (Younger funds may not have 5- or 10-year returns.)

i. 1 year ii. 5 years 10 years iv. Since inception.

1. ???Analyze one fund in detail, addressing these questions in your own words. You may find helpful the document How to do the Long-term Investment and Retirement Strategy. (The example uses the TIAA-CREF Equity Index Fund.? Please use a different fund than the example.)

2. ???What type of fund is it? Stock (equities), bond (fixed income), mixed, or other?

3. ???What is its strategy or objective? Use your own words.

4. ???What sectors is the fund invested in?

5. ???What is the Asset Allocation of this fund?

6. ????What are the top 10 holdings? (This you can copy/paste.)

7. ????What is the total number of holdings in the fund?

8. ????Why for why not) does this fund belong in your portfolio?

Reference no: EM133640724

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