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MUTUAL FUND EXERCISE FOR SMALL STOCKS >>> You've learned that small stocks outperform large stocks over the long run. Theory is nice, but you want
MUTUAL FUND EXERCISE FOR SMALL STOCKS >>> You've learned that small stocks outperform large stocks over the long run. Theory is nice, but you want to profit from it. Use Fidelity's Website: Www.fidelity.com News and research US equity Small Blend Click on "See Results". Click on "Net fees" to find the fund with the lowest fees. Its ticker symbol is FSSNX. Assume that you invested $10,000 at "inception"; that is, 9/8/2011. Q6. What is the benchmark? A. S&P500 B. Russell 2000 C. MSCI EAFE (Europe, Asia, and the Far East) D. MSCI EM (Emerging Markets) E. JPM EMBI (Emerging Markets Bond Index) Q7. How many funds have "similar style"? That is, in this universe, how many funds have the style of US equity "small blend"? "Q8. This style is "Small Blend". What is it a "blend" of? Q9. Is this fund (FSSNX ) active or passive? Why? Q10. For the 5 years ending October 31, 2020, how many portfolios with this style had higher returns than FSSNX ? [Hint: Click on the 5-year column.). MUTUAL FUND EXERCISE FOR SMALL STOCKS >>> You've learned that small stocks outperform large stocks over the long run. Theory is nice, but you want to profit from it. Use Fidelity's Website: Www.fidelity.com News and research US equity Small Blend Click on "See Results". Click on "Net fees" to find the fund with the lowest fees. Its ticker symbol is FSSNX. Assume that you invested $10,000 at "inception"; that is, 9/8/2011. Q6. What is the benchmark? A. S&P500 B. Russell 2000 C. MSCI EAFE (Europe, Asia, and the Far East) D. MSCI EM (Emerging Markets) E. JPM EMBI (Emerging Markets Bond Index) Q7. How many funds have "similar style"? That is, in this universe, how many funds have the style of US equity "small blend"? "Q8. This style is "Small Blend". What is it a "blend" of? Q9. Is this fund (FSSNX ) active or passive? Why? Q10. For the 5 years ending October 31, 2020, how many portfolios with this style had higher returns than FSSNX ? [Hint: Click on the 5-year column.)
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