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traded fund. As stated, all three invest in large company U.S. stocks. Answer all of the questions using the quote comparison below. Data for the
traded fund. As stated, all three invest in large company U.S. stocks. Answer all of the questions using the quote comparison below. Data for the three funds was researched on the Morningstar.com website using the Quote. Performance, an Fees & Expenses tabs in Nov., 2020. Voya Large Cap Growth Vanguard 500 Index SPDR S&P 500 ETE VFINX SPY IEOPX NAV $19.19 $324.32 $349.98 Minimum Investment None $3,000 Purchase of one share, so $349.98 Expenses (Mgmt + 12b1) 1.27% 0.14% 0.095% Load None Possible Broker's fee because ETFs trade like stocks None None Deferred Load None N/A Portfolio 96.53% US stock 99.05% US Stock 98.99% US Stock 12.73% 17.88% 12.8% 12.3% 3 year return 12.93% 12.97% 15.53% 5 year return 14.82% 13.25% 13.31% 10 year return 0.0% 1.68% 1.74% 12 mo. Yield 1 pts Question 1 5 ta DVINX Question 2 Which und is the last desirable with regard to tes charges OVEINX SPY Question 4 2 Which of the funds has the most desirable flowest) expense ratio? oic VFINX SPY Questions 2 pts Consider IEOPX: for every $1.000 invested the fund pulls out Select for expenses each year, Question 6 2 pts Consider SPY. for every $1,000 invested, the fund pulls out for expenses each year, Question 7 ipts The 12 month yield is defined by Morningstar.com as "the sum of a funds total trailing 12-month interest and dividend payments divided by the last month's ending shire price (NAV) plus any capital gains distributed over the same period Which fund has the most desirable 12 month vield? LEOPX OVFINX SPY
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