- Description
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 1050- to 1400-word paper including an evaluation for each mutual fund using attached checklist. Do not submit this checklist with your assignment, but use it as a guide in evaluating the characteristics of each fund.
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.
Format your paper consistent with APA guidelines. Use a separate section header for each of the mutual funds, and sub-headers for items under each. Points are deducted for not using these headers.
Click the Assignment Files tab to submit your Microsoft® Word document. Submit only 1 file for your assignment.