Question
Fund Name Fund Type Net Asset Value ($) 5 Year Average Return (%) Expense Ratio (%) Morningstar Rank (Stars) Amer Cent Inc & Growth Inv
Fund Name | Fund Type | Net Asset Value ($) | 5 Year Average Return (%) | Expense Ratio (%) | Morningstar Rank (Stars) |
Amer Cent Inc & Growth Inv | DE | 28.88 | 12.39 | 0.67 | 2 |
American Century Intl. Disc | IE | 14.37 | 30.53 | 1.41 | 3 |
American Century Tax-Free Bond | FI | 10.73 | 3.34 | 0.49 | 4 |
American Century Ultra | DE | 24.94 | 10.88 | 0.99 | 3 |
Ariel | DE | 46.39 | 11.32 | 1.03 | 2 |
Artisan Intl Val | IE | 25.52 | 24.95 | 1.23 | 3 |
Artisan Small Cap | DE | 16.92 | 15.67 | 1.18 | 3 |
Baron Asset | DE | 50.67 | 16.77 | 1.31 | 5 |
Brandywine | DE | 36.58 | 18.14 | 1.08 | 4 |
Brown Cap Small | DE | 35.73 | 15.85 | 1.20 | 4 |
Buffalo Mid Cap | DE | 15.29 | 17.25 | 1.02 | 3 |
Delafield | DE | 24.32 | 17.77 | 1.32 | 4 |
DFA U.S. Micro Cap | DE | 13.47 | 17.23 | 0.53 | 3 |
Dodge & Cox Income | FI | 12.51 | 4.31 | 0.44 | 4 |
Fairholme | DE | 31.86 | 18.23 | 1.00 | 5 |
Fidelity Contrafund | DE | 73.11 | 17.99 | 0.89 | 5 |
Fidelity Municipal Income | FI | 12.58 | 4.41 | 0.45 | 5 |
Fidelity Overseas | IE | 48.39 | 23.46 | 0.90 | 4 |
Fidelity Sel Electronics | DE | 45.60 | 13.50 | 0.89 | 3 |
Fidelity Sh-Term Bond | FI | 8.60 | 2.76 | 0.45 | 3 |
Fidelity | DE | 39.85 | 14.40 | 0.56 | 4 |
FPA New Income | FI | 10.95 | 4.63 | 0.62 | 3 |
Gabelli Asset AAA | DE | 49.81 | 16.70 | 1.36 | 4 |
Greenspring | DE | 23.59 | 12.46 | 1.07 | 3 |
Janus | DE | 32.26 | 12.81 | 0.90 | 3 |
Janus Worldwide | IE | 54.83 | 12.31 | 0.86 | 2 |
Kalmar Gr Val Sm Cp | DE | 15.30 | 15.31 | 1.32 | 3 |
Managers Freemont Bond | FI | 10.56 | 5.14 | 0.60 | 5 |
Marsico 21st Century | DE | 17.44 | 15.16 | 1.31 | 5 |
Mathews Pacific Tiger | IE | 27.86 | 32.70 | 1.16 | 3 |
Meridan Value | DE | 31.92 | 15.33 | 1.08 | 4 |
Oakmark I | DE | 40.37 | 9.51 | 1.05 | 2 |
PIMCO Emerg Mkts Bd D | FI | 10.68 | 13.57 | 1.25 | 3 |
RS Value A | DE | 26.27 | 23.68 | 1.36 | 4 |
T. Rowe Price Latin Am. | IE | 53.89 | 51.10 | 1.24 | 4 |
T. Rowe Price Mid Val | DE | 22.46 | 16.91 | 0.80 | 4 |
Templeton Growth A | IE | 24.07 | 15.91 | 1.01 | 3 |
Thornburg Value A | DE | 37.53 | 15.46 | 1.27 | 4 |
USAA Income | FI | 12.10 | 4.31 | 0.62 | 3 |
Vanguard Equity-Inc | DE | 24.42 | 13.41 | 0.29 | 4 |
Vanguard Global Equity | IE | 23.71 | 21.77 | 0.64 | 5 |
Vanguard GNMA | FI | 10.37 | 4.25 | 0.21 | 5 |
Vanguard Sht-Tm TE | FI | 15.68 | 2.37 | 0.16 | 3 |
Vanguard Sm Cp Idx | DE | 32.58 | 17.01 | 0.23 | 3 |
Wasatch Sm Cp Growth | DE | 35.41 | 13.98 | 1.19 | 4 |
The file MutualFunds contains a data set with information for 45 mutual funds that are part of the Morningstar Funds 500. The data set includes the following five variables:
Fund Type: The type of fund, labeled DE (Domestic Equity), IE (International Equity), and FI (Fixed Income)
Net Asset Value ($): The closing price per share
Five-Year Average Return (%): The average annual return for the fund over the past five years
Expense Ratio (%): The percentage of assets deducted each fiscal year for fund expenses
Morningstar Rank: The risk adjusted star rating for each fund; Morningstar ranks go from a low of 1 Star to a high of 5 Stars.
Create a PivotTable that gives the frequency count of the data by Fund Type (rows) and the five-year average annual return (columns). Use classes of 0-10, 10-20, 20-30, etc.. for the Five-Year Average Return (%). Make sure two decimal places in your calculation. The percentage of DE (Domestic Equity) and 10%-20% return rate is %. The percentage of FI (Fixed Income) and 10%-20% return rate is %. The percentage of IE (International Equity) and 30%-40% return rate is %.
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