Using the sample of retirement funds stored in Retirement Funds : a. Construct a table that tallies

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Using the sample of retirement funds stored in Retirement Funds :

a. Construct a table that tallies Fund Type, Market Cap, and Star Rating.

b. What conclusions can you reach concerning differences among the types of retirement funds (growth and value), based on Market Cap (small, mid-cap, and large) and Star Rating (one, two, three, four, and five)?

c. Construct a table that computes the average three-year return percentage for each fund type, market cap, and star rating.

d. Drill down to examine the large cap growth funds with a rating of three. How many funds are there? What conclusions can you reach about these funds?

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Business Statistics A First Course

ISBN: 9780135177785

8th Edition

Authors: David M. Levine, Kathryn A. Szabat, David F. Stephan

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