1. Listed below are three Mutual Funds. Data is provided for the first Fund as a sample so you can get a feel for type of data. Please note data (provided as a sample) is based on reported results as of August 3, 2018.

2. Using Morningstar.com or Yahoo finance analyze funds listed below and provide a summary assessment for each fund

   		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%

   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		?? $$	?? $$	?? $$	?? $$