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dc.contributor.advisorMoffit, Timothy E.
dc.contributor.authorZollman, Chad A.
dc.description36 p.en_US
dc.description.abstractThrough this SIP I intend to explain thoroughly and provide a view of the world pertaining to mutual funds. I will name the advantages and disadvantages of investing in mutual funds. I will discuss the differences between open-end and closed-end funds, and list the various types of funds under both categories, explaining of what each fund consists. Next, I shall give information on what an investor should look for in choosing the right fund. In "Choosing the Right Fund" I intend to list and explain some statistical and other means by which to measure funds. I will review expenses associated with funds, and the taxability of a fund. Then I will present the argument of whether or not investor should place their assets into a family of funds, or simply invest the funds they choose. Investors occasionally question the need of a broker, so I will list the pros and cons of having one, including discussion of no-load funds. Furthermore, I will discuss the factors of risk involved when investing in funds and present model portfolios for different lifestyles and life goals. Finally, I will finish with my conclusion to the first half of my paper. In the second half of my paper I will explain how my WESIP at American Express Financial Advisors has given me valuable experience and created new, opportunities to pursue. A history of the company will be given along with an overview, in order to explain the workings of the company. Then I will write on Mr. Mclaughlin, the financial advisor under whom I worked. I will follow with the experiences that proved the most interesting throughout the internship and how they will aid myself. I will finish this section and the paper with how I feel my accomplishments have given me an edge upon graduation, as compared to my competition.en_US
dc.relation.ispartofKalamazoo College Economics and Business Senior Individualized Projects Collection
dc.relation.ispartofseriesSenior Individualized Projects. Economics and Business.;
dc.rightsU.S. copyright laws protect this material. Commercial use or distribution of this material is not permitted without prior written permission of the copyright holder.
dc.titleMutual Funds: An Investor's Guideen_US
KCollege.Access.ContactIf you are not a current Kalamazoo College student, faculty, or staff member, email to request access to this thesis.

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  • Economics and Business Senior Individualized Projects [1145]
    This collection includes Senior Individualized Projects (SIP's) completed in the Economics and Business Department. Abstracts are generally available to the public, but PDF files are available only to current Kalamazoo College students, faculty, and staff.

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