Funds ( only highlighted items)


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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:

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.