Finance Question

    April 21, 2024

Assignment 1: Actively Managed Mutual Funds 
Find two actively-managed mutual funds.  Describe their strategies in your own words.  What are they benchmarked against? Why are those appropriate benchmarks?
Assignment 2: Investment Strategy with Index Funds
Find an online asset allocator that has at least 3 categories of assets.  Determine the allocation for a hypothetical household.  Find passively-managed mutual funds for each asset category.  Explain what characteristics led you to choose those mutual funds.

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