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FCAKX FFFVX ADDVX Fidelity Capital appreciation Growth rate : 10 year (avg.) 10.49 % Load % No load fund Expense ratio 0.4% Overall portfolio holdings

FCAKX

FFFVX

ADDVX

Fidelity Capital appreciation

Growth rate : 10 year (avg.)

10.49 %

Load %

No load fund

Expense ratio

0.4%

Overall portfolio holdings

Cash

3.05%

Stocks

96.95%

Bonds

0.0%

Other

0.0%

Beta ( 10 year)

1.07

Std. deviation ( 10 year)

1.85%

  1. In reference to above, which fund would you recommend for someone who is in her (20 points)
    • 30s
    • 50s
    • 60s

  1. In reference to # 3. If you invested $10,000 ten years ago in each of the three funds (a total of $30,000), how much will you have in today ( Use ten-year return).
    • Applying learning from week -2 (Time value analysis) in calculating Future values. ( 20 points)

FCAKX

FFFVX

ADDVX

Total

Original investment

$ 10,000

$ 10,000

$ 10,000

$30,000

Annual return % ( avg. 10 year, from Problem 3 )

?? %

?? %

?? %

?? %

Portfolio value in 10 years

?? $$

?? $$

?? $$

?? $$

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