Research two mutual funds, index funds, and/or ETFs of your choice. You should review the prospectus for each of the
two funds you choose.You will write an Executive Memo detailing the two funds and why you would invest in each.
Executive Memo
The Executive Memo should include the following: - Summary of your Memo
- An overview of the two funds you are interested in investing in, including the following information: o What is the fund type? o How much does a
share of the fund cost? o Fund history and composition of the fund? o What has the historical return of the fund been? o What is the investment goal
of the fund? o What are the advantages and disadvantages of your chosen funds? o What are the specific risks related to the fund? o How is the fund
managed? o What are the fees and expenses of the fund? - Rationale for why you would invest in each fund o What was your rational for wanting to purchase the funds? What factors did you consider?
Sample Solution