Mutual Fund Review:
Main Advantage of a mutual fund: They give small investors access to professionally managed, diversified portfolios of stocks, bonds, and other securities Activity- Create a pie chart depicting how Dave Ramsey suggests your mutual fund dollars be spread out. Find the name of one mutual fund for each type. Write 1. the fund’s objective, 2. name of fund manager, and 3. the average rate of return over the past 10 years. (see pg. 170) Assignment: Monthly Retirement Planning
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May 2019
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