Collect and report the following information on the two mutual funds you are following plus the Vanguard
Question:
Collect and report the following information on the two mutual funds you are following plus the Vanguard 500 and Fidelity Magellan (FMAGX) (All of the following can be obtained on Morningstar.com):
a)The total returns in 2016, 2017, and 2018.
b)The minimum initial investment
c)The largest stock holding in their portfolio, and what percentage of the portfolio this stock represents
d)The standard deviation of return, beta, Jensen's alpha, and Sharpe ratio using 3 year trailing data
e)The expense ratio and load charge
f)The total net assets (i.e., asset size or assets under management) as of a recent date (report this date)
g)The portfolio turnover ratio reported as a percentage
h)Answer this: How do these four funds compare to other mutual funds on the dimensions of the variables in e, f, and g above (i.e., do they appear to be typical, high, low)? Cite and describe the evidence you used to arrive at your conclusion. (Come up with some comparison numbers from some reliable source. Some possible sources: www.morningstar.com, www.ici.org)