Solution-Identify and research a mutual fund or an exchange

Identify and research a mutual fund or an exchange traded

Assignment Help Finance Basics

Reference no: EM13479780

Mutual Funds.

Identify and research a mutual fund, or an exchange traded fund, that focuses on equities.You may want to go directly to an investment company website such as Fidelity, PIMCO, Vanguard, Pioneer, State Street Global Advisors (for SPDRS), ProFunds, Direxion Funds or any one of your choosing.

Provide a one page analysis of the fund that summarizes key items.Attach an exhibit as well.

This should include investment objective; strategy and/or investment policy statement;investment style; investment process for identifying, selecting and monitoring securities;sell discipline for securities;Top 10 holdings;investment (time) horizon;risk management;expected return goal;total fund assets (size of portfolio);turnover ratio;number of holdings;fee structure;fund characteristics such as portfolio beta, Sharpe Ratio, standard deviation; and any comments on investor suitability for the fund.

In addition, what does the fund state about actual returns for the fund over 1 year, 3 years, and 5 years?What are the returns before fees and after fees, as disclosed by the fund?

What is the appropriate benchmark this fund should be compared to?Did the fund do better or worse than the benchmark?

If you find that some items are not disclosed, simply list those that were excluded.

Conclude with two sentences addressing:

Whether you view the fund's disclosures to investors as adequate or inadequate.

Whether the fund adheres to its objective and discipline.

Reference no: EM13479780

Questions Cloud

Chevelle inc has sales of 43500 costs of 19900 if the tax : chevelle inc. has sales of 43500 costs of 19900 depreciation expense of 1600 and interest expense of 1100.if the tax

For this project please write an exploratory reader : 1 captain richard henry pratts speechexplaininghis idea to kill the indian save the manand2 two photographsin relation

How does the net present value of the following net cash : how does the net present value of the following net cash flows change with discount rate? what is the internal rate of

State the challenge issues or problems facing the human : state the challenge issues or problems facing the human service field 350 words each . state where you receive your

Identify and research a mutual fund or an exchange traded : mutual funds.identify and research a mutual fund or an exchange traded fund that focuses on equities.you may want to go

Given the following cash flows for four projects calculate : given the following cash flows for four projects calculate the net present value using a discount rate of 12 a year.

You quote oehmke who seem to have said that the npv could : you quote oehmke who seem to have said that the npv could be increasing as the discount rate increases. i doubt that

How much would the monthly repayments be on a mortgage of : how much would the monthly repayments be on a mortgage of r100000 taken out for 25 years at an interest rate of 12 a

The united states is often described as a melting pot where : the united states is often described as a melting pot where people from many cultures live and learn from one another

User Account

All Pages

Identify and research a mutual fund or an exchange traded

Reference no: EM13479780

Reference no: EM13479780

Questions Cloud

Reviews

Write a Review

Finance Basics Questions & Answers

Financial reporting and analysis

A report on financial accounting

Describe the types of financial ratios

Differences between sole proprietorship and corporation

Prepare a cash budget statement

What are the implied interest rates

State pricing theory and no-arbitrage pricing theory

Small business administration

Effect of financial leverage

Evaluate the basis for the payment to the lender

Importance of opps, ipps, mpfs and dmepos

Time value of money

Assured A++ Grade

Academics

Major Subjects

Majors

Get In Touch

TERMS & POLICIES

HELP & SUPPORT