2 A Calculate the portfolio turnover ratio for each fund B Which two funds are most likely to be actively managed and which two are most likely passive funds Explain C Calculate the tax cost ratio for each fund D Which funds were the most and least tax efficient in the operations Why (Worth 3 points) Fund X Fund Y Fund Z $652 75 $1,354 90 $4,327 30 $555 30 $1,173 80 $475 10 0 75 1 10 0 25 10 25 10 89 9 99 8 00 9 21 9 88 Assets under Management, Avg for past 12 months (mil) Security Sales, Past 12 months(mil) Expense Ratio Pre tax Return, 3 year avg Tax adjusted Return, 3 year avg Fund W $302 50 $45 20 0 35 9 74 9 24 2 A Calculate the portfolio turnover ratio for each fund B Which two funds are most likely to be actively managed and which two are most likely passive funds Explain C Calculate the tax cost ratio for each fund D Which funds were the most and least tax efficient in the operations Why (Worth 3 points) Fund X Fund Y Fund Z $652 75 $1,354 90 $4,327 30 $555 30 $1,173 80 $475 10 0 75 1 10 0 25 10 25 10 89 9 99 8 00 9 21 9 88 Assets under Management, Avg for past 12 months (mil) Security Sales, Past 12 months(mil) Expense Ratio Pre tax Return, 3 year avg Tax adjusted Return, 3 year avg Fund W $302 50 $45 20 0 35 9 74 9 24

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2  A  Calculate the portfolio turnover ratio for each fund  B  Which two funds are most likely to be actively managed and which two are most likely passive funds  Explain  C  Calculate the tax cost ratio for each fund  D  Which funds were the most and least tax efficient in the operations  Why  (Worth 3 points) Fund X Fund Y Fund Z $652 75 $1,354 90 $4,327 30 $555 30 $1,173 80 $475 10 0 75  1 10  0 25  10 25  10 89  9 99  8 00  9 21  9 88  Assets under Management, Avg  for past 12 months (mil) Security Sales, Past 12 months(mil) Expense Ratio Pre tax Return, 3  year avg  Tax adjusted Return, 3 year avg  Fund W $302 50 $45 20 0 35  9 74  9 24  2  A  Calculate the portfolio turnover ratio for each fund  B  Which two funds are most likely to be actively managed and which two are most likely passive funds  Explain  C  Calculate the tax cost ratio for each fund  D  Which funds were the most and least tax efficient in the operations  Why  (Worth 3 points) Fund X Fund Y Fund Z $652 75 $1,354 90 $4,327 30 $555 30 $1,173 80 $475 10 0 75  1 10  0 25  10 25  10 89  9 99  8 00  9 21  9 88  Assets under Management, Avg  for past 12 months (mil) Security Sales, Past 12 months(mil) Expense Ratio Pre tax Return, 3  year avg  Tax adjusted Return, 3 year avg  Fund W $302 50 $45 20 0 35  9 74  9 24

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2. A. Calculate the portfolio turnover ratio for each fund. B. Which two funds are most likely to be actively managed and which two are

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