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FIN 3510 Bloomberg Mutual Funds and ETF Assignment Due Oct. 5, 2020 Dr. Burnie You are to extract information on two equity mutual funds and two equity ETFs (these are common stock based, do not use bond funds, etc.) for this assignment from various sources. 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. iii. Using Bloomberg you can use the search function, FSRC and start the search selection process (Classification, Type, etc.). Once you get down to a small enough set click on RESULTS to see the list. You can highlight a fund you want to look at and it will appear at the top of the screen. Choose DES for general description of fund. 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 %age 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. h. Download your information via REPORT (save your report as pdf, transfer to your dropbox) and submit to the dropbox and your brief written report covering the following i. Organizational information from a, b, c. d across all the mutual funds/ETFs. ii. Evaluate the each paired set for similarities and differences in holdings and performance. iii. If you were to investment in any one of these 4 which would you choose and why. You must use supporting data to justify your choice