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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 | |
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Growth rate : 10 year (avg.) | 10.49 % |
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Load % | No load fund |
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Expense ratio | 0.4% |
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Overall portfolio holdings |
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Cash | 3.05% |
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Stocks | 96.95% |
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Bonds | 0.0% |
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Other | 0.0% |
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Beta ( 10 year) | 1.07 |
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Std. deviation ( 10 year) | 1.85% |
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- In reference to above, which fund would you recommend for someone who is in her (20 points)
- 30s
- 50s
- 60s
- 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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