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Problem 11. [5 pts] Mr. O. Benga is considering investing in a mutual fund that is classified generically under the term growth and income. In
Problem 11. [5 pts] Mr. O. Benga is considering investing in a mutual fund that is classified generically under the term growth and income. In preparation for his CFA exams, Mr. Benga studied style investing. Using publicly available data sources, he gathered the following information about the mutual fund in question. How should he characterize the fund based on what he has learned in his CFA exam preparation? Fund Market Benchmark 80 $37 billion 2.5% 16 1.6 11% 600 $40 billion 2.1% 19 1.9 12% Number of stocks Weighted-average market cap Dividend yield P/E P/B EPS growth (5-year projected) Sector Consumer Discretionary Consumer Staples Energy Finance Health Care Industrials Information Technology Materials Telecommunications Utilities 16% 9 9 15 9 12 8 5 7 10 10% 12 9 20 7 9 7 8 10 7 Problem 11. [5 pts] Mr. O. Benga is considering investing in a mutual fund that is classified generically under the term growth and income. In preparation for his CFA exams, Mr. Benga studied style investing. Using publicly available data sources, he gathered the following information about the mutual fund in question. How should he characterize the fund based on what he has learned in his CFA exam preparation? Fund Market Benchmark 80 $37 billion 2.5% 16 1.6 11% 600 $40 billion 2.1% 19 1.9 12% Number of stocks Weighted-average market cap Dividend yield P/E P/B EPS growth (5-year projected) Sector Consumer Discretionary Consumer Staples Energy Finance Health Care Industrials Information Technology Materials Telecommunications Utilities 16% 9 9 15 9 12 8 5 7 10 10% 12 9 20 7 9 7 8 10 7
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