1. Use the JPMorgan Large Cap Growth fund (OLGAX) and include the following information in your report. Be as detailed and descriptive as possible. a) Total assets under management b) The total annualized return c) The name of the benchmark index d) The annual benchmark return e) The annual fees f) The annual average return minus the expense ratio over the most recent 10 years g) The name(s) of the fund managers h) Investment strategy i) Alpha j) Beta k) Sharpe ratio l) Active share? Explain what active share is.

Youll use the fund you chose in #1 above and the money-market mutual fund and make the optimal asset allocation for your client. Explain what kind of asset allocation you would recommend to your client. Elaborate your investment decision. If your client is risk averse, argue about how risk averse your client may be