Question
Assignment 1: Stock Investment AnalysisDue Week 5 and worth 210 points Review the investment information for the Fidelity Large Cap Stock Fund (FLCSX) at http://fundresearch.delity.com/mutual-funds/summary/315912402.
Assignment 1: Stock Investment AnalysisDue Week 5 and worth 210 points
Review the investment information for the Fidelity Large Cap Stock Fund (FLCSX) at http://fundresearch.delity.com/mutual-funds/summary/315912402.
Write four to ve (4-5) page paper in which you:
1. Assess the year-to-date performance of the FLCSX fund, including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500.
2. Evaluate the volatility risks in the fund, providing an assessment of the fund manager's performance based on the risk measurements for the fund. Make a recommendation to the fund manager for improving the performance. Provide a rationale for your recommendation.
3. Compare your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Provide support for your position.
4. Assess the top ten (10) holdings in the fund, indicating the level of diversication in the fund. Identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provide support for your rationale.
5. Use at least three (3) quality academic resources in this assignment. Note: Wikipedia and other Websites do not qualify as academic resources.
** Please note I am not wanting to submit someone's else's work as mine. My intention is to use as a guideline to construct my paper. It getting started and being on the right track that is my weakness in papers. Your assistance is appreciated and thank you in advance.
Please let me know if you can help me out.
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started