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Exercise 3 (12 points): Use online resources to complete the fields below for the Vanguard Total Stock Market ETF (VTI) and an active equity mutual
Exercise 3 (12 points): Use online resources to complete the fields below for the Vanguard Total Stock Market ETF (VTI) and an active equity mutual fund of your choice (the only requirements being that the mutual fund must have total asset value of $250 million or greater, 5 or more years of returns, must not be an index fund, and 90% of the current portfolio be invested in equities) Considering both returns and fees, write one or two sentences about whether or not you feel the fund manager has delivered superior performance relative to this index ETF. Index ETF Active Equity Mutual Fund VTI Fund Symbol Fund Company Date of Record (NAV, price, etc.) Total Asset Value (AUM) NAV (per share) Price (per share) Premum/Discount Operating Expenses (Annual) 12b-1 Fees Front-End Load Back-End Load Minimum Purchase 1 Year Annual Performance 5 Year Annual Performance Annual Performance Since Inception Vanguard N/A N/A N/A N/A N/A N/A
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