Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Information regarding nine variables from a sample of 184 mutual bond funds: Fund numberIdentification number for each bond fund TypeBond fund type (intermediate government or

Information regarding nine variables from a sample of 184 mutual bond funds: Fund numberIdentification number for each bond fund TypeBond fund type (intermediate government or short-term corporate) AssetsIn millions of dollars FeesSales charges (no or yes) Expense ratioRatio of expenses to net assets in percentage Return 2009Twelve-month return in 2009 Three-year returnAnnualized return, 20072009 Five-year returnAnnualized return, 20052009 RiskRisk-of-loss factor of the mutual fund (below average, average, or above average)

Create and analyse:

a. Summary Table of levels of risk of bond funds. What can be referred from this table?

b. Contingency Tables displaying type of fund and whether a fee is charged - both based on number of funds and as a percentages of overall total, row total and column totals. What can be referred from these tables?

c. Frequency Distributions of the 3-Year Return. What can you conclude from it?

d. Relative Frequency Distributions or Percentage Distributions of the 3-Year Return. What can you conclude from these tables?

e. Cumulative Percentage Distributions of the 3-Year Return. Pareto chart for this distribution. What is the conclusion from the chart?

f. Bar Chart and Pie Chart of Levels of Risk of Bond Funds What is the conclusion from these charts?

g. An exploded pie chart, a doughnut chart, a cone chart, and a pyramid chart that shows the risk level of bond funds. Which graphs do you preferthe bar chart or pie chart or the exploded pie chart, doughnut chart, cone chart, and pyramid chart? Explain.

h. Side-by-side bar chart of fund type and whether a fee is charged. What one can conclude from the chart?

i. Histograms of the 3-Year Return for the Intermediate Government and Short-Term Corporate Bond Funds. Analyse these histograms.

j. Percentage Polygons and Cumulative Percentage Polygons of the 3-Year Return for the Intermediate Government and Short-Term Corporate Bond Funds. Analyse these charts.

Please note this problem is more about analysing and "coming up with a story" rather than just creating tables and charts.

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Day Trading Strategies And Risk Management

Authors: Richard N. Williams

1st Edition

979-8863610528

More Books

Students also viewed these Finance questions