13. The Morningstar Style Box evaluates mutual funds based on: (LO 12-5) a. The capital asset size...

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13. The Morningstar Style Box evaluates mutual funds based on: (LO 12-5)

a. The capital asset size of the companies a fund holds and whether the companies in the fund are value, blend, or growth.

b. The performance of the mutual fund since the inception of the fund.

c. The performance of the mutual fund, excluding the expense ratio since the inception of the fund.

d. The individual performance of each stock in the fund.

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Personal Finance Building Your Future

ISBN: 9780077861728

2nd Edition

Authors: Robert Walker, Kristy Walker

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