Funds ( Only highlighted items)

spyderhp220
MutualFund.docx

Assignment Content

1.

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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 category above in your evaluation:

· Analysis of the characteristics of each fund.

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

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