Write a mutual fund evaluation for each mutual fund

Reference no: EM131072178

Mutual Fund Evaluation

1- Choose a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth. We are using Vanguard and my part is on Fund devoted to retirement investing.

Identify one mutual fund from that family for each of the following categories:

• Actively managed common stock fund
• Fixed income fund
• Balanced fund
• International fund
• Fund devoted to retirement investing

Write a 350- to 700-word mutual fund evaluation for each mutual fund using worksheet 41 ("Mutual Fund Evaluation") at the end of Chapter 13 as a guide/tool (You need not submit the worksheet). Include the following in your evaluation for all 5 funds:

• Analysis of the characteristics of each fund
• Recommendation of the type of investor to which each fund is suited.

Reference no: EM131072178

Questions Cloud

Write a review on disaggregating neighborhood and community : write a review on given articles - Disaggregating Neighborhood and Community Center Property Types by William G. Hardin III and Jon Carr

Communication skills - oral presentations : ACC 303 - Learning Outcome 4: Develop written communication strategies to enable the effective presentation of accounting information to accountants and non-accountants (working in teams).

Compute the amounts supplied by domestic and foreign : compute the amounts supplied by domestic and foreign suppliers.

Compute the additional amount of profit : Compute the additional amount of profit made by the domestic producer as a result of the tariff.

Write a mutual fund evaluation for each mutual fund : Write a 350- to 700-word mutual fund evaluation for each mutual fund using worksheet 41 ("Mutual Fund Evaluation") at the end of Chapter 13 as a guide/tool (You need not submit the worksheet).

Compute the cost to the government of this scheme : Compute the cost to the government of this scheme.

What kind of health insurance plan do you have : What kind of health insurance plan do you have? Are you happy with it? The other methods seem very simplistic, and while they all allow for some form of security, "Family Need" method takes individual needs into consideration.

Illustrate the resulting market equilibrium graphically : Compute the domestic price of turnips and the associated quantity traded with the quota in place?

How many quota units would it sell to achieve this objective : Suppose now that the government wanted to maintain a minimum price in the market of $28 and it decided to do this by selling quotas to suppliers from any source. How many quota units would it sell to achieve this objective?

User Account

All Pages