04 CP

Part III - Continued - This week you will continue to work on your personal investment strategy. Now that you have determined a suitable asset allocation model for your personal financial plan, you will begin this week to structure an investment portfolio of appropriate securities. Based on your asset allocation strategy, research and locate at least two mutual funds that you would add to your portfolio.

Classify where each fund fits into your asset allocation model and measure the associated investment risks of each selected fund. (Hint: All mutual funds are comprised of individual securities based on its respective investment policy statement.)

Your report should be a minimum of 2 pages.

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