Evaluate the volatility risks in the fund

Assignment Help Term Paper

Reference no: EM13722367 , Length: 4-5 Pages

Write a four to five (4-5) page paper in which you:

1.Assess the year-to-date performance of the FLCSX fund, including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500.

2.Evaluate the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund. Make a recommendation to the fund manager for improving the performance. Provide a rationale for your recommendation.

3.Compare your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Provide support for your position.

4.Assess the top 10 holdings in the fund, indicating the level of diversification in the fund. Identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provide support for your rationale.

Reference no: EM13722367

Questions Cloud

Explain how artifact has influenced your interpretation : Consider an artifact that is prominently displayed by a friend or co-worker - either at home or in some other space. In 1-2 paragraphs, explain how this artifact has influenced your interpretation of this person's identity - Explain how artifact h..

What is the most important concept managing a supply chain : What is the most important concept that you have learned this semester about managing a supply chain. How will/have you be(en) able to put that knowledge to use in your personal/professional life

What about information literacy : What about Information Literacy and just as you have been asked to make some connections between critical thinking and communication.

Do you feel comfortable preparing eds taxes : Do you feel comfortable preparing Ed's taxes - prepare the taxes since you have your degree in accounting

Evaluate the volatility risks in the fund : Evaluate the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund. Make a recommendation to the fund manager for improving the performance. Provide a rationale for your re..

Explain changes to the compensation at company : Explain changes to the compensation and incentives at your company that are necessary to reinforce your recommendations and increase efforts for continuous improvement throughout the organization. Explain how your plan motivates employees, custome..

Describes tax ramifications of particular vehicle purchase : Prepare a memo to Ed that describes the tax ramifications of particular vehicle purchase - formulate your communication strategy.

Discuss how actively searching and understanding revenue : Briefly discuss how actively searching and understanding revenue - related fraud symptoms could have led to discovering the fraud by the com-pany's auditors.

Common cause-the defeat of fascism and militarism : What extent did America's fight for democracy abroad translate into more democracy and equality in the United States?

User Account

All Pages