Warm Up: Listen to a Dave Call with a partner. Summarize what was asked and suggested to the class
http://www.foundationsu.com/high-school/tools/calls 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 Assignment- Create a pie chart on poster paper depicting how Dave Ramsey suggests your mutual fund dollars be spread out. (see pg. 170) Find the name of one mutual fund for each type. Write the fund’s: ticker symbol Type of Mutual Fund Objective Minimum Investment Average rate of return over the past 10 years.
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May 2019
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