Shares	Mutual Fund	Style	X	Alpha	Beta		R2	Front-End Load	Expense Ratio	Basis	Fair Market Value
210	Fund A	MG	14%	3%	1.10	12%	57%	4.5%	0.71%	$2500	$2625
300	Fund B	LG	11.5%	0.5%	0.94	8%	81%	4.5%	1.0%	$5000	$5100
443	Fund C	MV	6%	(4%)	0.65	8%	42%	4.5%	2.25%	$10000	$11075
1000	Fund D	MG	- 6%	(10%)	0.70	20%	4%	4%	1.85%	$8000	$7500
320	Fund E	LG	4%	(3%)	1.10	5%	60%	0%	1.75%	$9500	$8000
410	Fund F	LG	7%	(2.5%)	0.90	3%	78%	3%	1.5%	$10000	$8200
										Total	$42,500

Note: all distributions from the mutual funds are reinvested.

Total Portfolio value = $210,000

X = 5-year average return

= Standard deviation

R² = Coefficient of determination

L = Large, M = Medium, G = Growth, V = Value

Questions:

1. Comment on the allocation of mutual funds in the above portfolio.

2. Comment on the brokers choice of mutual funds in the above portfolio.