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80 Problem 11. 5 pts] Mr. O. Benga is considering investing in a mutual fund that is classified generically under the term growth and income.
80 Problem 11. 5 pts] Mr. O. Benga is considering investing in a mutual fund that is classified generically under the term growth and income. In preparation for his CFA exams, Mr. Benga studied style investing. Using publicly available data sources, he gathered the following information about the mutual fund in question. How should he characterize the fund based on what he has learned in his CFA exam preparation? Fund Market Benchmark Number of stocks 600 Weighted-average market cap $37 billion $40 billion Dividend yield 2.5% 2.1% P/E 16 19 P/B EPS growth (5-year projected) Sector Consumer Discretionary 16% Consumer Staples 9 Energy Finance 15 Health Care Industrials 9 Information Technology Materials 5 8 Telecommunications 7 Utilities 7 1.6 11% 1.9 12% 9 10% 12 9 20 7 9 12 8 7 10 10 80 Problem 11. 5 pts] Mr. O. Benga is considering investing in a mutual fund that is classified generically under the term growth and income. In preparation for his CFA exams, Mr. Benga studied style investing. Using publicly available data sources, he gathered the following information about the mutual fund in question. How should he characterize the fund based on what he has learned in his CFA exam preparation? Fund Market Benchmark Number of stocks 600 Weighted-average market cap $37 billion $40 billion Dividend yield 2.5% 2.1% P/E 16 19 P/B EPS growth (5-year projected) Sector Consumer Discretionary 16% Consumer Staples 9 Energy Finance 15 Health Care Industrials 9 Information Technology Materials 5 8 Telecommunications 7 Utilities 7 1.6 11% 1.9 12% 9 10% 12 9 20 7 9 12 8 7 10 10
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