FIN 420 - WEEK 3 Team Mutual Funds Analysis

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Research one 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 of the five categories above, formatting paper using APA guidelines:

  • 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.

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