In the table below, the characteristics of a mutual fund and a broad market index are...
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In the table below, the characteristics of a mutual fund and a broad market index are provided. P/E ratio P/B ratio Dividend yield EPS growth for 1 year EPS growth for 5 years Median market cap ($ billion) Industry Weight Basic industries Business services Consumer goods Consumer services Energy Financials Information technology Health Media Utilities Total Broad Market Index 18.47 2.27 2.2% 11.9% 6.0% $8.5 13% 7% 5% 9% 3% 37% 7% 2% 2% 15% Mutual Fund 22.33 4.09 1.7% 22.7% 11.0% $47.9 12% 5% 8% 8% 10% 21% 17% 13% 3% 3% 100% a) Using only the data provided, determine the style of the mutual fund. No calculations are required. 100% In the table below, the characteristics of a mutual fund and a broad market index are provided. P/E ratio P/B ratio Dividend yield EPS growth for 1 year EPS growth for 5 years Median market cap ($ billion) Industry Weight Basic industries Business services Consumer goods Consumer services Energy Financials Information technology Health Media Utilities Total Broad Market Index 18.47 2.27 2.2% 11.9% 6.0% $8.5 13% 7% 5% 9% 3% 37% 7% 2% 2% 15% Mutual Fund 22.33 4.09 1.7% 22.7% 11.0% $47.9 12% 5% 8% 8% 10% 21% 17% 13% 3% 3% 100% a) Using only the data provided, determine the style of the mutual fund. No calculations are required. 100%
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a The style of the mutual fund can be determined based on its industry weightings This mutual fund has a significant allocation of 37 in the Financial... View the full answer
Related Book For
Statistics For Business And Economics
ISBN: 9780538481649
11th Edition
Authors: David R. Anderson, Dennis J. Sweeney, Thomas A. Williams
Posted Date:
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