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please help You have two equity funds companies (Artisan Mid Cap Fund Investor (ARTMX) and Janus Henderson Global Technology A (JATAX) and two equity ETF's

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You have two equity funds companies (Artisan Mid Cap Fund Investor (ARTMX) and Janus Henderson Global Technology A (JATAX) and two equity ETF's companies (State Street SPDR and Charles Schwab) You are to match the mutual funds and ETF by type (growth, value,etc). You can extract the data from Bloomberg directly if you know the trading symbol of the MF or ETF. You can also look them up on alternative sources. i. You can use www.imealliance.com to get a list of investment companies offering these funds. ii. If at the library internet you can go to Morningstar and search there. a. You will need to report name, fund type, NAV, Fees, Total return YTD, Excess Return, return performance 1 week and 1 yr., beta, alpha, of the fund versus the index and peers values. b. Report the 6 elements under Dividend statistics from the Performance tab. c. Identify the Top Holdings by name and provide their bage they make up of the mutual fund portfolio. d. Collect the data (list companies held) from the Asset allocation blocks and their %age. e. Repeat for the other mutual fund in the same size and style sector (small cap to large cap, growth or value, etc.). f. Repeat a - e, for two (2) matched ETFs by size and style, i.e., large cap growth

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