2024 – Assignment Content 1 Top of Form Research a mutual fund family such as Vanguard American
Funds ( Only highlighted items) – 2024
Assignment Content
1.
Top of Form
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:
o Actively managed common stock fund.
o Fixed income fund.
o Balanced fund.
o International fund.
o Fund devoted to retirement investing.
Write a 90- to 175-word mutual fund evaluation for each category above in your evaluation:
o Analysis of the characteristics of each fund.
o Recommendation of the type of investor to which each fund is suited.
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