Your mom (a sweet lady I'm sure) has asked you to help her with her retirement...

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Your mom (a sweet lady I'm sure) has asked you to help her with her retirement investments. In her 401(k) she has the following mutual funds. She has just asked you to help her research these funds and make a recommendation about whether she should keep them or sell them and buy different ones. FUND AMRAX RYANX PAMVX PAGTX FNILX DFREX VMMXX FFFEX VWLTX Amount Invested $10,000 $5,000 $15,000 $25,000 $15,000 $20,000 $50,000 $15,000 $10,000 TOTAL $165,000 For each fund, fill it out the table and highlight in red any negative fund attributes and in green any positive attributes you identify. Then make your recommendation whether to keep the fund or sell it using two to three sentences. Why Holding Turnover? Why Expense Ratio? Why not Returns? Also write a few sentences at the beginning, describing each criteria in the table and why you would use it to pick out funds. Also write a few sentences about why you don't use returns to pick a fund. Why Fund Family? Why Security and Company Type? Why net assets? AMRAX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: RYANX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: PAMVX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: PAGTX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: FNILX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: DFREX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: VMMXX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: FFFEX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: VWLTX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: Your mom (a sweet lady I'm sure) has asked you to help her with her retirement investments. In her 401(k) she has the following mutual funds. She has just asked you to help her research these funds and make a recommendation about whether she should keep them or sell them and buy different ones. FUND AMRAX RYANX PAMVX PAGTX FNILX DFREX VMMXX FFFEX VWLTX Amount Invested $10,000 $5,000 $15,000 $25,000 $15,000 $20,000 $50,000 $15,000 $10,000 TOTAL $165,000 For each fund, fill it out the table and highlight in red any negative fund attributes and in green any positive attributes you identify. Then make your recommendation whether to keep the fund or sell it using two to three sentences. Why Holding Turnover? Why Expense Ratio? Why not Returns? Also write a few sentences at the beginning, describing each criteria in the table and why you would use it to pick out funds. Also write a few sentences about why you don't use returns to pick a fund. Why Fund Family? Why Security and Company Type? Why net assets? AMRAX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: RYANX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: PAMVX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: PAGTX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: FNILX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: DFREX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: VMMXX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: FFFEX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation: VWLTX Fund Family Security Type Company Type Net Assets Holdings Turnover Expense Ratio Recommendation:

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Choosing Mutual Funds for Your Moms Retirement Heres a breakdown of the criteria to consider when researching mutual funds for your moms retirement and why theyre important Fund Family A reputable fun... View the full answer