... October 2017, and she had until the end of the month to decide if and to what extent she would participate in Northwestern's retirement plan–that is, how much of her salary should she put into the retirement plan, and into which mutual fund or funds should she allocate her savings? The case includes...

... funds available through the university's retirement plan, Alice had picked two to invest in: a large-cap equity growth fund and a mid-cap equity fund. (See the related case "Selecting Mutual Funds for Retirement Accounts (A).") Her initial allocations were 50% of her investment dollars in each fund...

...Jan Hilario; Maik Meusel; Walt Pohl; Karl Schmedders Jennifer McDougall is considering investing in mutual funds for the first time, and has narrowed her options down to three: one that is domiciled in Germany, and two that are domiciled in Luxembourg. As a cautious and risk-averse investor...

...Sobhesh Kumar Agarwalla; Samir K. Barua Mutual Funds are vehicles designed to help small investors invest in a whole range of financial assets. The fund managers of mutual funds provide the expertise that is needed to make the correct choices and design the portfolio on behalf of the inadequately...