You have two equity funds companies (Artisan Mid Cap Fund Investor (ARTMX) and Janus Henderson Global Technology A (JATAX) and two equity ETFs companies (State Street SPDR and Charles Schwab)

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)

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.