Writing Assignment #$1-$ Case Study

Read the case study, "Selecting Mutual Funds For Retirement Accounts" from the Harvard Business Coursepack. Develop a $4-6-$page paper $($this is a minimum only and it does not including title or reference pages$),$ which conforms to APA standards and discusses the questions below. Also, supplement this article review with additional research from at least two other sources on the general topic adding perspective to the author$$s viewpoint.

When drafting your written assignment, you must use the template below. In Section $3$ of the outline, address all elements of the following questions. Note that your grade will not be determined by a right or wrong answer, but my focus will be on your support for your answer. $($Note the grade percentage allocation is noted at the end of each question.$)$

Identify the various things Alice should consider in determining how much money she should set aside for her retirement account? Additionally, list and expound upon the criteria Alice should consider in deciding which mutual fund or funds to invest in$.(20\%)$

Which fund or funds should she invest in and why? Support your answer with analysis from the case using historical returns, standard deviations, Sharpe ratios, and correlations between funds $($if multiple funds are chosen$).(20\%)$

Develop and support an opinion of the set of Tier $2$ and Tier $3$ funds available to Alice. Is the collection of funds in each asset class good offerings? If not, what would you change? Which funds can be thrown out of consideration and why? $(15\%)$

What role, if any, do fees play in your determination of Alice$$s portfolio? $(5\%)$