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For each of the following investors, recommend the most appropriate mutual fund objective:

1. Rick is 23 years old, has moderate risk tolerance, and is investing for his own retirement.

2. Tina is 43 years old, is recently divorced, and is looking to supplement her wage from her job.

3. Mona is a very high income investor who is looking for tax-free income.

4. Karen is a retired 62 year-old who wants income that might increase over time and the opportunity to benefit from economic growth. She is a moderate risk-tolerant investor.

5. Jeff wants to invest a small part of his portfolio and take aggressive risks to pursue maximum possible gain.

6. Usha thinks that oil prices will increase significantly over the next 10 years, and she wants to profit if they do.

Financial Management, Finance

  • Category:- Financial Management
  • Reference No.:- M92099858

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