What are the total assets under management

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Reference no: EM133794814

Homework: Investment

You are the founding member of a new firm that focuses on helping professors transition from working into retirement. Because of your background as an expert in financial planning, you are tasked with sitting on the Investment Committee. Your first job as a new committee member is to complete this homework.

You are to research and select an actively managed, large-cap mutual fund and a passively managed fund (either a mutual fund or an ETF). Please provide a written response as to why you picked each fund and answer all the questions listed below.

Active Investment:

I. How has the fund performed over the past 12 months? Past five years? Past ten years?
II. What is the fund's benchmark? How has the fund performed compared to the benchmark over the same time periods in question I?
III. What is the expense ratio?
IV. What is the portfolio's turnover?
V. What are the total assets under management?
VI. Who currently manages the fund?
VII. What are the top 10 holdings?
VIII. What is the fund's R 2? What does that tell you about the fund's returns?
IX. Do you think this fund will have a higher return than the S&P 500? Why or why not?
X. Do you think this fund will be less volatile than the S&P 500? Why or why not?
XI. Why would someone invest their money in this fund instead of a passively managed fund?

Passive Investment:

Reference no: EM133794814

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