Please answer the following questions. Thank you. Refer to to the picture below for information. 1. The NAVPU of the above ATC funds are lower than that of BPI AMTC. Do you think it should affect your investment decision?2. The equity fund of BPI AMTC (-11.96%) is underperforming YTD versus that of ATRAM (-8%). Does that mean it will continue to underperform in the future? ATRAM Trust Corporation (ATC)Types of FundsNet Asset Value per UnitReturn on Investments -Minimum Initial ParticipationYear-to-Date (ROI -YTD) %(NAVPU)*96.16Long-Term Bond FundsEquity Funds-4.16P1,000102.61-8.00P1,000BPI Asset Management and Trust Corporation (BPI AMTC)Types of FundsNet Asset Value per UnitReturn on Investments -Minimum Initial Participation(NAVPU)*Year-to-Date (ROI -YTD) %Long-Term Bond FundsEquity Funds326.24P10,000P10,00010.66150.08-11.96

The NAVPU of the above ATC funds are lower than that of BPI AMTC. No, the NAV per unit is not…

Please answer the following questions. Thank you. Refer to to the picture below for information. 1. The NAVPU of the above ATC funds are lower than that of BPI AMTC. Do you think it should affect your investment decision? 2. The equity fund of BPI AMTC (-11.96%) is underperforming YTD versus that of ATRAM (-8%). Does that mean it will continue to underperform in the future?

Please answer the following questions. Thank you. Refer to to the picture below for information. 1. The NAVPU of the above ATC funds are lower than that of BPI AMTC. Do you think it should affect your investment decision? 2. The equity fund of BPI AMTC (-11.96%) is underperforming YTD versus that of ATRAM (-8%). Does that mean it will continue to underperform in the future?

Essentials of Business Analytics (MindTap Course List)

2nd Edition

ISBN:9781305627734

Author:Jeffrey D. Camm, James J. Cochran, Michael J. Fry, Jeffrey W. Ohlmann, David R. Anderson

Publisher:Jeffrey D. Camm, James J. Cochran, Michael J. Fry, Jeffrey W. Ohlmann, David R. Anderson

Chapter3: Data Visualization

Section: Chapter Questions

Problem 6P: The file MutualFunds contains a data set with information for 45 mutual funds that are part of the...

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15)Consider the following data on two mutual funds: Fund A Fund B Total net assets (assets less Liabilities) at beginning of year ¢ 1,000,000 ¢ 1,000,000 Number of shares outstanding at 100,000 100,000 beginning of year Annual operating expenses ¢ 10,000 ¢ 12,000 Value of securities sold during year ¢ 500, 000 ¢ 800,000 Value of securities purchased during ¢ 400,000 ¢ 900,000 year Brokerage fees for the year ¢ 9,000 ¢ 17,000 Number of shares outstanding at 110,000…
The file MutualFunds contains a data set with information for 45 mutual funds that are part of the Morningstar Funds 500. The data set includes the following five variables: Fund Type: The type of fund, labeled DE (Domestic Equity), IE (International Equity), and FI (Fixed Income) Net Asset Value (): The closing price per share Five-Year Average Return (%): The average annual return for the fund over the past five years Expense Ratio (%): The percentage of assets deducted each fiscal year for fund expenses Morningstar Rank: The risk adjusted star rating for each fund; Morningstar ranks go from a low of 1 Star to a high of 5 Stars. a. Prepare a PivotTable that gives the frequency count of the data by Fund Type (rows) and the five-year average annual return (columns). Use classes of 09.99, 1019.99, 2029.99, 3039.99, 4049.99, and 5059.99 for the Five-Year Average Return (%). b. What conclusions can you draw about the fund type and the average return over the past five years?
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Prepare Fund Flow statement
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