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FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

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Author: Yanis Gherasim
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FIN 420 WEEK 3 Team Mutual Funds Analysis

 

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FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

Research a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.

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 90- to 175-word mutual fund evaluation for each mutual fund using the worksheet of your financial plan as a template. Include the following in your evaluation:

Analysis of the characteristics of each fund.

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

Click the Assignment Files tab to submit your Microsoft® Word document.

FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

FIN 420 WEEK 3 Team Mutual Funds Analysis

Research a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.

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 90- to 175-word mutual fund evaluation for each mutual fund using the worksheet of your financial plan as a template. Include the following in your evaluation:

Analysis of the characteristics of each fund.

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

Click the Assignment Files tab to submit your Microsoft® Word document.

FIN 420 WEEK 3 Team Mutual Funds Analysis