Performance of the flcsx fund

Assignment Help Other Subject
Reference no: EM13924964

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.

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.

1. 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.

2. 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: EM13924964

Questions Cloud

What you mean by country risk in context of credit portfolio : Do you agree with the statement that sector or name concentration pays off in equities but not in credit? Explain with reasons. What do you mean by country risk in the context of a credit portfolio?
Explain that all distributions are normal : Assume that all distributions are normal, the four population standard deviations are approximately the same, and the data were collected independently and randomly.
Dana la fontsee opened pro window washing inc : Dana La Fontsee opened Pro Window Washing Inc. on July 1, 2012. During July the following transactions were completed. July 1 Issued 12,000 shares of common stock for $12,000 cash.
Explain in detail what services aps provides : One purpose of the website will be to provide information about APS and USPS rules, regulations and guidelines. Another purpose will be to explain in detail what services APS provides.
Performance of the flcsx fund : 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.
Half the population-half the rights : In today's society, women have more rights than they did even twenty years ago. They have the ability to get jobs, vote, advance agendas, and decide events based on their own unique perspectives.
What are the five major categories of ratios : Why are ratios useful? What are the five major categories of ratios? Calculate D'Leon's 2013 current and quick ratios based on the projected balance sheet and income statement data.  What can you say about the company's liquidity positions in 2011, i..
What is the payback period : What is the net present value of a project with the following cash flows if the discount rate is 11 percent?
External and internal environment-honda motor co : Choose an industry you have not yet written about in this course, and one publicly traded corporation within that industry. Research the company on its own Website, the public filings on the Securities and Exchange Commission EDGAR database

Reviews

Write a Review

Other Subject Questions & Answers

  DNA does not normally contain uracil

a. DNA does not normally contain uracil. b. DNA contains deoxyribose. c. DNA is usually composed of two nucleotide strands. d. DNA does not normally contain a phosphate group. e. The nucleotides of DNA are linked by phosphodiester linkages.

  Basis at the time of the sale

samantha owned 1,000 shares in Evita, Inc., an S corporation, that uses the calendar year. On October 11, 2011, Samantha sells all of her Evita stock. Her basis at the beginning of 2010 was $60,000.

  Specific type of medical error

Provide an example of a specific type of medical error and discuss its significance and the factors contributing to such errors

  Summary of this given introduction part

Summary and analysis- Summary of this introduction part-

  Inmate is released from a correctional facility

Explain at least three of the barriers to reentry when an inmate is released from a correctional facility

  Why would interest groups employ such people

Why would interest groups employ such people? Why might some reformers want to limit the ability of interest groups to employ them? On what basis might an interest group argue that such limits are unconstitutional?

  Paramount decision of 1948 change

How did the Paramount decision of 1948 change the U.S. film industry? To what degree did the decision alter the way the industry did business?

  Insuffficient physical activity

The causes of childhood obesity in the United States are unhealthy eating, insuffficient physical activity, and genetics. With a team of your classmates, come up with a policy recommendation that addresses all three of these factors.

  Ensure staff buy into risk management philosophies

In the health care industry, what do you think management can do to ensure staff buy into risk management philosophies and concepts? (Please cite your sources)

  Describe the critical considerations

Please describe the critical considerations (diversity, social change, ethics, and globalism) as they pertain to the issue of the relationship of (excessive) alcohol consumption on domestic/intimate partner violence.

  Describe the causes of turmoil in egypt

Describe the causes of turmoil in Egypt in early 2011. Explain at least two perspectives on circumstances. Appraise the prospects for Muslim brotherhood.

  Coping with the alzheimers disease

Alzheimer's disease is a disorder which is related with progressive dementia which ultimately terminates in death.

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!

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