Question

Pick at least 5 no load funds, each with different objectives such as “growth”, “growth and income”, “capital appreciation”, “international” etc. or objectives based on the fidelity target mix suggestions You can mix and match fund companies. Example: Janus, Fidelity, Vanguard, AIM, etc. Please DO NOT invest in money market funds, and do not split the money evenly among the 5 funds, because that would defeat the academic purpose of this project. (Prepare a fund allocation table, listing the fund’s name, symbol, objective, the weight of the investment, i.e. $15,000 means 15%, the current share price and the number of shares purchased based on the allocation)

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Fund Allocation

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