Retirement Portfolio Mutual FundTypeNet Asset ValueSharesTotal ValueFidelity Capital AppreciationLarge Cap$25.141225$30,796.50Fidelity ContrafundLarge Cap$55.321500$82,980.00Fidelity Equity IncomeLarge Cap$51.001400$71,400.00Fidelity Export & MultinationalLarge Cap$19.11600$11,466.00Fidelity Strategic Large Cap ValueLarge Cap$12.681800$22,824.00Fidelity Mid Cap StockMid Cap$22.38600$13,428.00Fidelity ValueMid Cap$69.92850$59,432.00Fidelity Small Cap IndependenceSmall Cap$19.021000$19,020.00Fidelity Low Priced StockSmall Cap$39.54400$15,816.00Fidelity PuritanBlended$19.871500$29,805.00Fidelity Fidelity FundBlended$30.44675$20,547.00Fidelity Mortgage SecuritiesBond$11.23700$7,861.00Fidelity Strategic IncomeBond$10.59400$4,236.00 #########construct an appropriate chart to show the relative value of funds in each indvestment category in the excel file

The provided solution analyzes a retirement portfolio by categorizing mutual funds based on their…

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Entrepreneurial Finance

6th Edition

ISBN:9781337635653

Author:Leach

Publisher:Leach

Chapter7: Types And Costs Of Financial Capital

Section: Chapter Questions

Problem 6EP

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Compute the net asset value for a share of a mutual fund with the following characteristics: Market value of assets: Market value of liabilities: Number of shares outstanding: $26.07 $23.66 O $24.41 $22.76 25.04 $177,000,000 $12,000,000 7,250,000
What is the current price per share of the LPEVX mutual fund? 1 2 3 4 5 6 Family/ Fund Symbol NAV Chg YTD % return 3-yr % chg AARP Funds Aggr AAGSX 10.25 0.08 6.2 −1.6 Consrv AACNX 10.55 0.02 4.0 4.0 Mod p AAMDX 10.50 0.05 4.9 1.3 AMF Funds IntMtg ASCPX 4.81 −0.01 0.1 −14.3 LgCpEq IICAX 8.16 0.08 7.5 −2.1 ShtUSGv ASITX 9.36 −0.01 0.2 0.7 UltraShrt p AULTX 5.45 −0.02 3.2 −12.2 UltShrtMtg ASARX 7.39 — 2.4 −4.4 USGvMtg ASMTX 8.64 −0.02 0.2 −0.7 APIEffFrtGrPrim fp APIEffFrtGrPrim fp APITX 8.13 0.10 9.0 −6.5 APIMultIdxPrim APIMultIdxPrim AFMMX 10.98 0.09 4.4 −9.6 AVS LPE Ptf AVS LPE Ptf LPEVX 5.82 −0.01 11.3 NS Aberdeen Fds…
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Aa.1
Calculating NAV A fund has a market value of securities of $860 million, cash and receivables of $29 million, current liabilities of $26 million and has 19 million fund shares outstanding. What is the fund's NAV per share? Multiple Choice $48.16 $46.79 O $47.62 O $45.42
C. Portfolio R is high Asset Class Return for Year X (%) Asset Allocation (%) Asset Class 20.0 8.0 Large-cap US equities Small-cap US equities 40.0 12.0 Emerging market equities 25.0 -3.0 High-yield bonds 15.0 4.0 The portfolio return for Year X is closest to: A. 5.1%. B. 5.3%. C. 6.3%. TL
Considering the following trading and performance data for 3 different equality mutual funds from JHancock asset management company for the year 2020: Emerging market fund Principal Balance Small Cap Fund Income Fund Average asset (RM' Mill) Security 310 655 520 40.1 570 575 Expenses ratio 0.35% 0.71% 1.65% Pre-tax return, 3-year 10.2% 11.1% 15.2% average Tax-adjusted return, 9.5% 8.91% 13.4% 3-year average i)Calculate the portfolio turnover ratio for each fund ii) Which fund is most likely to be actively managed and which is most likely to be passively managed? iii) Calculate the tax cost ratio for each fund iv) Determine which fund is the most and least tax efficient in their operations? Explain v) Explain what expenses ratio is and which portfolio is considered expenses efficient.
XYZ portfolio containing 42% equities, 18% real assets, 3% cash and 37% fixed income ZBG portfolio containing 85% equities, 15% real assets, 3% cash and 2% fixed income ZBG portfolio would be best described as a Conservative Portfolio Aggressive Portfolio Moderate Portfolio
Subject:- finance
Covariance with Mean Return Stock AOL Microsoft Intel AOL .002 .001 15% Microsoft .001 .002 .001 12 Intel 001 .002 10 5.2. Compute the tangency portfolio weights assuming a risk-free asset yields 5 percent.
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Retirement Portfolio

Mutual Fund	Type	Net Asset Value	Shares	Total Value
Fidelity Capital Appreciation	Large Cap	$25.14	1225	$30,796.50
Fidelity Contrafund	Large Cap	$55.32	1500	$82,980.00
Fidelity Equity Income	Large Cap	$51.00	1400	$71,400.00
Fidelity Export & Multinational	Large Cap	$19.11	600	$11,466.00
Fidelity Strategic Large Cap Value	Large Cap	$12.68	1800	$22,824.00
Fidelity Mid Cap Stock	Mid Cap	$22.38	600	$13,428.00
Fidelity Value	Mid Cap	$69.92	850	$59,432.00
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	$30.44	675	$20,547.00
Fidelity Mortgage Securities	Bond	$11.23	700	$7,861.00
Fidelity Strategic Income	Bond	$10.59	400	$4,236.00
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