1. What information does provide the Morningstar Style Box?
2. Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating?
3. Use the information provided above (style box and ratings) to choose 2 different mutual funds/ETFs (3 funds/ETFs per each portfolio) to prepare 2 portfolios for 2 different types of investors:
4. Aggressive
5. Conservative
6. The total amount to invest in each portfolio is 1.000.000.
7. In half a page for each portfolio, explain:
8. The rationale behind choosing the given funds/ETFs per each portfolio
9. The criteria chosen to build each portfolio
10. Follow up the prices for all 2 portfolios for a week. Calculate the return for each portfolio at the end of the week. Explain your results.