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Fund Analysis$-$ FINA$4137.$pdf

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Fund Analysis$-$ FINA$4137.$pdf

Fund Informatio

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Fund Informatio

$\backslash$table$[[$Fund information$],[$Field$,$Value,Value$],[$Name$,$Janus Henderson Triton T $($JATTX$),$TETON Westwood Mighty Mites AAA $($WEMMX$)],[$Asset Class,U$.$S$.$ Equity,U$.$S$.$ Equity$],[$Category$,$Small Growth,Small Blend$],[$Fund Benchmark,Russell $2500$ Growth TR USD $(100\mathrm{.}00\%),$Russell $2000$ TR USD $(100\mathrm{.}00\%)$

May $13$

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Now let's return to the analysis of JATTX and WEMMX:

$***$ Question $A{5}^{******}$ Which fund invests in "cheaper" stocks considering their relative price metrics?

${?}^{******}$ Question $A{6}^{******}$ Which fund is a more expensive option for the investor?

Which fund would you choose if you wanted to limit capital gains taxes $($assuming historical turnover is a good indicator of the future$)?$

Moving on to the Fund Performance section,

$***$Question A$8{?}^{******}$ Which fund has the highest inflation adjusted return?