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Choose 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:
Actively managed common stock fund Fixed income fund Balanced fund International fund Fund devoted to retirement investing
Write a 350- to 700-word mutual fund evaluation for each mutual fund using the worksheet of your financial plan as a template. Include the following in your evaluation: Analysis of the characteristics of each fund Recommendation of the type of investor to which each fund is suited