Hannah joined a company’s 401(k) plan where the company will match 6% of her income assuming she contributes 6% of his income into the 401(k). Her company’s 401 (k) is underwritten by Fidelity Investments. As a result, she must invest in Fidelity funds, and is looking for one “perfect” fund. To make a recommendation for Hannah, you need to complete the necessary research on the most appropriate fund at www.fidelity.com.
Support your decision by providing your reasoning for picking the fund. Look at historical performance, expense ratio, funds manager, and the Morningstar style box TM to help Hannah make the best decision for her retirement. Make sure you include the NAV of the mutual fund (as of Wednesday October 19th) in your work.