irections 1. Go to https://www.fidelity.com/mutual-funds/overview a. If the link is broken, you need to get to the Fidelity website for personal investors. 2. Select "Explore our fund offering" at the top of the page. 3. After the page loads, you will find webpage with seven tabs, including "Domestic Equity", "International Equity", and "Fixed Income". From there, you will need to navigate to each of the funds selected for the portfolio listed in the table below. 4. You will need to click on the ticker symbol in order to view a page for the individual 5. You will likely need to click on "MORE" within the Performance section in order to 6. Mak funds. view "Life returns. e sure you are using the returns that correspond with the mutual fund and not with 7. With information listed in the table, create a portfolio of the four funds given the 8. Calculate the expected return of the portfolio, using the "Average Annual Total Returns" 9. Next you will calculate how much you would have in retirement giving a few another benchmark. appropriate weights using the dollars invested for "Life" for each fund as the expected return. Do NOT use quarter-end annual returns before or after taxes. assumptions. You will need to use the future value of an annuity calculation in order to determine the value of your portfolio. a. Here are the assumptions: i. You save $3,000 per year (Payment) ii. You have 43 years to retirement (t) ii. You will need to use the expected return of the portfolio as the required rate of return (r). 10. Finally, using the standard deviation of the fund, rank the funds in order of riskiness with 1 being the most risky and 4 being the least risky FV Annuity S Invested $3,500 $3 $2,000 $1,000 Ticker Mutual Fund Fidelity Emerging Markets Fund (International) FEMKX Fidelity Disciplined Equity Fund (Domestic) FDEQx Fidelity Large Cap Stock Fund (Domestic)FLCSX Fidelity Total Bond Fund (Fixed Income) irections 1. Go to https://www.fidelity.com/mutual-funds/overview a. If the link is broken, you need to get to the Fidelity website for personal investors. 2. Select "Explore our fund offering" at the top of the page. 3. After the page loads, you will find webpage with seven tabs, including "Domestic Equity", "International Equity", and "Fixed Income". From there, you will need to navigate to each of the funds selected for the portfolio listed in the table below. 4. You will need to click on the ticker symbol in order to view a page for the individual 5. You will likely need to click on "MORE" within the Performance section in order to 6. Mak funds. view "Life returns. e sure you are using the returns that correspond with the mutual fund and not with 7. With information listed in the table, create a portfolio of the four funds given the 8. Calculate the expected return of the portfolio, using the "Average Annual Total Returns" 9. Next you will calculate how much you would have in retirement giving a few another benchmark. appropriate weights using the dollars invested for "Life" for each fund as the expected return. Do NOT use quarter-end annual returns before or after taxes. assumptions. You will need to use the future value of an annuity calculation in order to determine the value of your portfolio. a. Here are the assumptions: i. You save $3,000 per year (Payment) ii. You have 43 years to retirement (t) ii. You will need to use the expected return of the portfolio as the required rate of return (r). 10. Finally, using the standard deviation of the fund, rank the funds in order of riskiness with 1 being the most risky and 4 being the least risky FV Annuity S Invested $3,500 $3 $2,000 $1,000 Ticker Mutual Fund Fidelity Emerging Markets Fund (International) FEMKX Fidelity Disciplined Equity Fund (Domestic) FDEQx Fidelity Large Cap Stock Fund (Domestic)FLCSX Fidelity Total Bond Fund (Fixed Income)
