ADDVX FCAKX FFFVX Fidelity Capital appreciation Growth rate : 10 year (avg.) Load % Expense ratio 10.49% No load fund 0.4% Overall portfolio holdings Cash Stocks Bonds Other 3.05% 96.95% 0.0% 0.0% 1.07 Beta ( 10 year) Std. deviation (10 year) 1.85% 1. In reference to above, which fund would you recommend for someone who is in her (20 points) 50's 30's 60's 2. In reference to # 3. If you invested $10,000 ten years ago in each of the three funds (a total of $30,000), how will you have in today( Use ten-year return). Applying learning from week -2 (Time value analysis) in calculating Future values. ( 20 points) FCAKX $ 10,000 FFFVX $ 10,000 ?? % ADDVX $ 10,000 ?? % Total $30,000 ?? % Original investment Annual return % (avg. 10 year, from Problem 3 ) Portfolio value in 10 years ?? % ?? $$ ?? $$ ?? $$ ?? $$ ADDVX FCAKX FFFVX Fidelity Capital appreciation Growth rate : 10 year (avg.) Load % Expense ratio 10.49% No load fund 0.4% Overall portfolio holdings Cash Stocks Bonds Other 3.05% 96.95% 0.0% 0.0% 1.07 Beta ( 10 year) Std. deviation (10 year) 1.85% 1. In reference to above, which fund would you recommend for someone who is in her (20 points) 50's 30's 60's 2. In reference to # 3. If you invested $10,000 ten years ago in each of the three funds (a total of $30,000), how will you have in today( Use ten-year return). Applying learning from week -2 (Time value analysis) in calculating Future values. ( 20 points) FCAKX $ 10,000 FFFVX $ 10,000 ?? % ADDVX $ 10,000 ?? % Total $30,000 ?? % Original investment Annual return % (avg. 10 year, from Problem 3 ) Portfolio value in 10 years ?? % ?? $$ ?? $$ ?? $$ ?? $$