Caelan Slater Sep 16 5:19pm Last reply Sep 17 2:16am Hello everyone, I really enjoyed this week's assignments and learning more about different mutual funds. Mutual funds seem like a straightforward way to invest without having to worry about selecting individual stocks, but I still have doubts about whether they're really worth the fees they charge. While they promise diversification and professional management, how do you really know if you're picking the right one when so many funds claim they'll deliver strong returns but often fall short? It feels kind of overwhelming with how there's so much to consider, such as performance history, fees, and risk levels before making an informed decision. With so many options, how do you make sure you're not overlooking something important or falling for a fund that isn't worth the cost? Overall, I really enjoyed this week's assignments because they helped me understand mutual funds more clearly, and I'm looking forward to learning even more!

Problem 2 Financial planner Minnie Margin has a substantial number of clients who wish to own a mutual fund portfolio that matches, as a whole, the performance of the Russell 2000 index. Her task is to determine what proportion of the portfolio should be invested in each of the five mutual funds listed below so that the portfolio most closely mimics the performance of the Russell 2000 index.   Annual Returns   Year 1 Year 2 Year 3 Year 4 International Stock 22.37 26.73 4.86 2.17 Large-Cap Value 15.48 19.64 11.50 -5.25 Mid-Cap Value 17.42 20.07 -4.97 -1.69 Small-Cap Growth 23.18 12.36 3.25 3.81 Short-Term Bond 9.26 8.81 6.15 4.04 Russell 2000 Index 20 22 8 2   Write out the (non-linear) program that would produce a portfolio that most closely mimics the performance of the Russell 2000 Index. Use Excel's Solver with "GRG Non-Linear" as the solution algorithm: what is the optimal solution, i.e.,…

44 00:36:48 Which statement describes investing for growth? Multiple Choice I want an attractive return over the long haul without having to constantly track my investments I want a steady flow of income, even though the value of the investments won't increase much I want to increase my wealth fast and am willing to take risks I'm willing to risk my time and money hunting for undervalued stocks that might become profitable I'm willing to take big risks and pay very close attention to buy low and sell high for quick profits

Quiz Instructions Question 1 1 pts A pension fund manager is considering three assets. The first is a stock fund, the second is a long-term government and corporate bond fund, and the third is a T-bill yielding 0.06. Info of the risky funds is as follows: Expected ret. std. dev. Stock fund 0.22 0.27 Bond fund 0.12 0.14 The correlation between the fund returns is 0.5. What is the expected return of the optimal risky portfolio? Round your answer to 4 decimal places. For example if your answer is 3.205%, then please write down 0.0321.

INV4 5b Your brother-in-law, Bil, fancies himself quite an investor, and he knows your sister, Hermana, also has “a bit of an interest in the markets.” So, he wants you to settle a dispute between them as to who is the better “market player.” Your research into their online brokerage trades has turned up the following performance information:   Benchmark Portfolio Bil’s Portfolio Hermana’s Portfolio   Weight Return   Weight Return   Weight Return Stocks 0.6 -5.00% Stocks 0.5 -4.00% Stocks 0.3 -5.00% Bonds 0.3 3.50% Bonds 0.2 2.50% Bonds 0.4 3.50% T-Bills 0.1 1.00% Cash 0.3 1.00% Cash 0.3 1.00%   The risk-free rate is 1% and the standard deviation for the Benchmark portfolio is 3.50%, Bil’s portfolio is 5.00%, and Hermana’s portfolio is 3.00%.   Compare Bil and Hermana’s performance relative to the benchmark in terms of portfolio returns. b. Who is superior in security selection?

Answer question 74

QUESTION 1 What is the primary advantage of owning mutual funds over individual securities? Mutual funds offer free checking. Fees of actively managed funds are generally quite low. Managers of mutual funds are much more likely to pick winning stocks than are you. Pooling of money from many investors enables the fund to buy many different securities and achieve the benefits of diversification.

Question 7 The price an investor pays when buying shares of an open-end mutual fund is based on the supply and demand for that fund's shares. True False

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Hello i just saw the company policy, this question is the second time i am asking but i would like to get help with question 6