Calvin Seeks the Good Life 12.2

Anonymous
timer Asked: Nov 13th, 2017
account_balance_wallet $10

Question description

Given Calvin’s financial resources and investment objectives, what kinds of mutual funds do you think he should consider? 

What factors in Calvin’s situation should be taken into consideration in the fund selection process? How might these affect Calvin’s course of action?

What types of services do you think he should look for in a mutual fund?

Assume Calvin invests in a mutual fund that earns about 10% annually from dividend income and capital gains.

Tutor Answer

University of Maryland

Attached.

Running head: MUTUAL FUND INVESTMENT: CALVIN’S CASE

Mutual Fund Investment: Calvin’s Case
Name
Institutional Affiliation

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MUTUAL FUND INVESTMENT: CALVIN’S CASE

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Mutual Fund Choices
Given that Calvin is middle-income earner who has stable income streams, he has several
mutual fund choices at his disposal. One of the very common mutual funds he should consider is
the fixed income mutual fund whereby he will invest and receive a fixed rate of return. This calls
for investment in government bonds, debt, or corporate bonds. Under this category, a lot of
interest income is generated which is then passed on to the investors. Another choice ...

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Review

Anonymous
Outstanding Job!!!!

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