Answer questions below about vanguard retirement investing

350-450 word report on mutual fund evaluation for Fund devoted to retirement investing for Vanguard, the investing group.  Use questions below to form the report.

Don't use plagiarized sources. Get Your Custom Essay on
Answer questions below about vanguard retirement investing
Just from $13/Page
Order Essay

Category 1: Fund Characteristics

1.   What is the fund’s ticker symbol? What is the fund’s name?

 

2.   What is the fund’s Morningstar rating?

 

3.   What is the minimum investment?

 

4.   Does the fund allow telephone or Internet exchanges? □ Yes □ No

 

5.   Is there a fee for exchanges? □ Yes □ No

Category 2: Costs

6.   Is there a front-end load charge? If so, how much is it?

 

7.   Is there a redemption fee? If so, how much is it?

 

8.   How much is the annual management fee?

 

9.   Is there a 12b-1 fee? If so, how much is it?

 

10.   What is the fund’s expense ratio?

 

Category 3: Diversification

11.   What is the fund’s objective?

 

12.   What types of securities does the fund’s portfolio include?

 

13.   How many different securities does the fund’s portfolio include?

 

14.   How many types of industries does the fund’s portfolio include?

 

15.   What are the fund’s five largest holdings?

 

Category 4: Fund Performance

16.   How long has the fund manager been with the fund?

 

17.   How would you describe the fund’s performance over the past 12 months?

 

18.   How would you describe the fund’s performance over the past five years?

 

19.   How would you describe the fund’s performance over the past 10 years?

 

20.   What is the current net asset value for this fund?

 

21.   What is the high net asset value for this fund over the last 12 months?

 

22.   What is the low net asset value for this fund over the last 12 months?

 

23.   What do the experts say about this fund?

 

Category 5: Conclusion

24.   Based on the above information, do you think an investment in this fund will help you achieve your investment goals? □ Yes □ No

25.   Explain your answer to question 24.

Place your order
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more