Ind Analyze and Describe Your Favorite Mutual Fund

This assignment is worth 75 Points and is mandatory a you cannot get an A in this class if you do not complete this assignment.

My objective in this assignment:

To help you eliminate or reduce financial stress, anxiety, and uncertainty in the context of your finances by equipping you to manage risk and maximize returns over your investment lifetime.

To do that, you will need to understand the relationship between Risk and Return and you will need to understand how to apply the three strategies we discussed in class:

a Diversification

a Asset Allocation

a Dollar-Cost-Averaging

This weekas assignment will give you hands on experience selecting the best mutual fund investment for your goals.

Step One Decide what percentage of your investments will go into each of the following asset classes:


The total needs to be 100%

You get to decide what funds you will include in your portfolio but you MUST end up with 100%

Assume you have $100,000 to invest

Step Two go to