User Account

All Pages

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

Reviews

Write a Review

Finance Basics Questions & Answers

  Elvis costello has 10 of his stock holdings in stock a with

elvis costello has 10 of his stock holdings in stock a with a beta of 1.30 20 are in stock b with a beta of .60 and the

  Computation finance, valuation, bonds

Computation finance, valuation, Bonds and Annuity new carrying value for the bond and stated rate bond when the market interest rates were

  Explain the scope and significance of the dividend policy

dividend policy-1. discuss the view that dividend policy is a more detail and has no impact on a firm to its

  Expected return of the firm due to the announcement

What is the change in the expected return of the firm due to the announcement?

  Multiple choice questions based on business finance

In terms of organizational costs, determine which of the following sequences is correct, moving from lowest to highest cost?

  Determine the maturity risk premium for the thirty-yr bond

If inflation is expected to average 1.5 % points over both the next ten yrs and thirty years, determine the maturity risk premium for the thirty-yr bond over the 10-year bond.

  Present value of future payments

You've been offered the opportunity to invest $200,000 for 10 years in return for 10 annual payments of $30,000 each. What annual percent rate return will you get if you take the deal?

  Roles of international financial institutions

Would you please define the roles of international financial institutions (e.g. IMF, World Bank, ADB, etc.) and explain how they are used in global financing operations as well as describe their importance in managing risks.

  What is aei times-earned ratio

AEI Incorporated has $9 billion in assets, and its tax rate is 35%. Its basic earning power (BEP) RATIO is 12%, and its return on assets (ROA) is 6%. What is AEI's times-earned (T/E) ratio? Round answer to two decimal places and show step-by-step ..

  What is the opening income ebit for both firms what are the

firm a has 10000 in assets entirely financed in equity.firm b also has 10000 in assets but these assets are financed by

  What will be the nominal rate of return on a perpetual

What will be the nominal rate of return on a perpetual preferred stock with a $100 par value, a stated dividend of 10% of par, and a current market price of (a) $56.00, (b) $89.00, (c) $107.00, and (d) $131.00? Round answers to the nearest hundred..

  Shulas 347 grill has budgeted the given costs for a month

question 1 paradise pottery had the following costs in may when production is 800 ceramic pots materials 8700 labor

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

Submit Assignment

Academics

Major Subjects

Majors

Get In Touch

whatsapp: +1-415-670-9521

Phone: +1-415-670-9521

Email: [email protected]

TERMS & POLICIES

HELP & SUPPORT

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd