Final Project
An Introduction to What are Mutual Funds? Mutual funds are a type of investment that takes money from many investors and uses it to make investments.
back Investment Jeopardy© Joan Koonce, Ph.D., AFC(SM)
Lecture # 24 Mutual Funds. Balanced Funds The basic objectives of balanced funds are to generate income as well as long-term growth of principal. These.
Robert W. Henkel Chief Investment Officer [email protected] Frank C. Sabin, CFA Portfolio Manager [email protected] Monthly Performance Update May 2010.
1 Using the Latest Asset Allocation Techniques to Benefit Your Portfolio Presented at IIR’s Understanding Asset Allocation and Investment Policy Conference.
Investment Jeopardy ® Joan Koonce, Ph.D., AFC ® Extension Financial Planning Specialist.