Answer the following questions related to Mutual Funds.
Much has been written about the rise of passive (“indexed”) mutual funds over the years and the accompanying decline of active (“managed”) mutual funds.
Explain the recent changes in popularity between ‘passive’ mutual funds and ‘active’ mutual funds.
State the case for investing in passive mutual funds.
State the case for investing in active mutual funds.
Where do you see the future of the ‘passive vs. active’ debate heading? Explain.
Select three mutual funds to compare/contrast. The funds you choose should be:
One target/retirement fund using your expected retirement date (active/managed).
One passive/index fund.
One additional active/managed fund of your choosing
Find the following information for each fund. It is probably easiest to create this in a table format (17 rows x 4 columns).
Fund name