9 1 2 Retirement Portfolio Mutual Fund Fidelity Capital Appreciation Fidelity Contrafund Туре Net Asset Value Shares Total Value Construct an appropriate chart to show the relative value of funds in each investment category in the Excel file Retirement Portfolio. Large Cap Large Cap Fidelity Equity Income Large Cap Fidelity Export & Multinational Large Cap Fidelity Strategic Large Cap Value Large Cap Fidelity Mid Cap Stock Mid Cap Fidelity Value Mid Cap $25.14 $55.32 1500 $82,980.00 $51.00 1400 $71,400.00 $19.11 600 $11,466.00 $12.68 1800 $22,824.00 $22.38 600 $13,428.00 $69.92 850 $59,432.00 1225 $30,796.50 Fidelity Small Cap Independence Small Cap $19.02 1000 $19,020.00 Fidelity Low Priced Stock Small Cap $39.54 400 $15,816.00 Fidelity Puritan Blended $19.87 1500 $29,805.00 Fidelity Fidelity Fund Blended Fidelity Mortgage Securities Bond Fidelity Strategic Income Bond $30.44 675 $20,547.00 $11.23 700 $7,861.00 $10.59 400 $4,236.00 *********

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Chapter7: Types And Costs Of Financial Capital
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9
1
2
Retirement Portfolio
Mutual Fund
Fidelity Capital Appreciation
Fidelity Contrafund
Туре
Net Asset Value Shares Total Value
Construct an appropriate chart to show the relative value of funds in each investment
category in the Excel file Retirement Portfolio.
Large Cap
Large Cap
Fidelity Equity Income
Large Cap
Fidelity Export & Multinational
Large Cap
Fidelity Strategic Large Cap Value
Large Cap
Fidelity Mid Cap Stock
Mid Cap
Fidelity Value
Mid Cap
$25.14
$55.32 1500 $82,980.00
$51.00 1400 $71,400.00
$19.11 600 $11,466.00
$12.68 1800 $22,824.00
$22.38 600 $13,428.00
$69.92 850 $59,432.00
1225 $30,796.50
Fidelity Small Cap Independence
Small Cap
$19.02
1000 $19,020.00
Fidelity Low Priced Stock
Small Cap
$39.54
400 $15,816.00
Fidelity Puritan
Blended
$19.87
1500 $29,805.00
Fidelity Fidelity Fund
Blended
Fidelity Mortgage Securities
Bond
Fidelity Strategic Income
Bond
$30.44 675 $20,547.00
$11.23 700 $7,861.00
$10.59 400 $4,236.00
*********
Transcribed Image Text:9 1 2 Retirement Portfolio Mutual Fund Fidelity Capital Appreciation Fidelity Contrafund Туре Net Asset Value Shares Total Value Construct an appropriate chart to show the relative value of funds in each investment category in the Excel file Retirement Portfolio. Large Cap Large Cap Fidelity Equity Income Large Cap Fidelity Export & Multinational Large Cap Fidelity Strategic Large Cap Value Large Cap Fidelity Mid Cap Stock Mid Cap Fidelity Value Mid Cap $25.14 $55.32 1500 $82,980.00 $51.00 1400 $71,400.00 $19.11 600 $11,466.00 $12.68 1800 $22,824.00 $22.38 600 $13,428.00 $69.92 850 $59,432.00 1225 $30,796.50 Fidelity Small Cap Independence Small Cap $19.02 1000 $19,020.00 Fidelity Low Priced Stock Small Cap $39.54 400 $15,816.00 Fidelity Puritan Blended $19.87 1500 $29,805.00 Fidelity Fidelity Fund Blended Fidelity Mortgage Securities Bond Fidelity Strategic Income Bond $30.44 675 $20,547.00 $11.23 700 $7,861.00 $10.59 400 $4,236.00 *********
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