Mutual funds

Choose 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 1,050- to 1,400-word paper including an evaluation for each mutual fund using worksheet 41 on p.459 as a template. Do not submit this worksheet with your assignment, but use it as a guide in evaluating the characteristics of each fund (categories 1-5 of the worksheet).

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