A mutual fund manager has a $20 million portfolio with a beta of 1.7.The risk-free rate is 4.5%, and the market risk premium is 7%. The manager expects toreceive an additional $5 million, which she plans to invest in a number of stocks. Afterinvesting the additional funds, she wants the fund’s required return to be 15%. Whatshould be the average beta of the new stocks added to the portfolio?

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
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Chapter1: Investments: Background And Issues
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A mutual fund manager has a $20 million portfolio with a beta of 1.7.
The risk-free rate is 4.5%, and the market risk premium is 7%. The manager expects to
receive an additional $5 million, which she plans to invest in a number of stocks. After
investing the additional funds, she wants the fund’s required return to be 15%. What
should be the average beta of the new stocks added to the portfolio?

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