What is the fund appropriate benchmark

Assignment Help Finance Basics

Reference no: EM131963961

Question: Could someone please answer the following questions for any mutual fund of your choosing:

1) What is the name of your fund and what is the ticker symbol?

2) What is the fund's investment strategy (i.e. large cap stock, mid cap stock, technology, etc.)?

3) What are the fund's past 1,3,5 and 10 year performance returns?

4) What is the fund's appropriate benchmark?

5) What are the fund's fees and expenses?

6) What is the fund's 3 year standard deviation (risk) of the fund and do you think that this is a good estimate of the risk going forward? Did the firm recently make changes to the portfolio that made the fund more or less risky?

7) What are the mutual fund's top 5 holdings?

8) What sectors is the fund overweight and underweight compared to its benchmark and category average?

9) Why did you select this mutual fund for this assignment?

10) Calculate how much money you would need to save every month in order to accumulate $250,000 in 15 years using the 10-Year track record of returns from your fund as I/Y?

Reference no: EM131963961

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