FIN 420 Week 4 Individual Assignment Mutual Fund Evaluation


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FIN 420 Week 4 Individual Assignment Mutual Fund Evaluation

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FIN 420 Week 4 Individual Assignment Mutual Fund Evaluation
 
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 350- to 700-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

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