What is the weighted beta of Elaines mutual funds located in her investment portfolio? Mutual Shares Fund
Fantastic news! We've Found the answer you've been seeking!
Question:
Transcribed Image Text:
Mutual Shares Fund Style 210 MG 300 LG 443 MV 1,000 MG 320 LG 410 LG Fund A Fund B Fund C Fund D Fund E Fund F XI TOTAL PORTFOLIO VALUE 14% 11.5% 6% -6% 4% 7% Alpha 3% .5% (4%) Note: All distributions from the mutual funds are reinvested. (10%) 0.70 (3%) 1.10 (2.5%) 0.90 O R² L M G V Mutual Funds Key Beta R² 1.10 12% 57% 0.94 8% 81% 0.65 8% 42% 4% 5% 60% 3% 78% σ 20% Front-End Load Large Medium Growth Value 4.5% 4.5% 4.5% 4% 0% 3% 5-year average return Standard deviation Coefficient of determination Expense Ratio Basis $ 2,500 $ 5,000 $10,000 $ 8,000 $ 9,500 $10,000 .71% 1.0% 2.25% 1.85% 1.75% 1.5% Total value of mutual funds Fair Market Value $ 2,625 $ 5,100 $11,075 $ 7,500 $ 8,000 $ 8,200 $42,500 $210,000 Mutual Shares Fund Style 210 MG 300 LG 443 MV 1,000 MG 320 LG 410 LG Fund A Fund B Fund C Fund D Fund E Fund F XI TOTAL PORTFOLIO VALUE 14% 11.5% 6% -6% 4% 7% Alpha 3% .5% (4%) Note: All distributions from the mutual funds are reinvested. (10%) 0.70 (3%) 1.10 (2.5%) 0.90 O R² L M G V Mutual Funds Key Beta R² 1.10 12% 57% 0.94 8% 81% 0.65 8% 42% 4% 5% 60% 3% 78% σ 20% Front-End Load Large Medium Growth Value 4.5% 4.5% 4.5% 4% 0% 3% 5-year average return Standard deviation Coefficient of determination Expense Ratio Basis $ 2,500 $ 5,000 $10,000 $ 8,000 $ 9,500 $10,000 .71% 1.0% 2.25% 1.85% 1.75% 1.5% Total value of mutual funds Fair Market Value $ 2,625 $ 5,100 $11,075 $ 7,500 $ 8,000 $ 8,200 $42,500 $210,000
Expert Answer:
Answer rating: 100% (QA)
To calculate the weighted beta of Elaines mutual funds in her investment portfolio we need to mu... View the full answer
Related Book For
Introduction To Corporate Finance
ISBN: 9781118300763
3rd Edition
Authors: Laurence Booth, Sean Cleary
Posted Date:
Students also viewed these finance questions
-
The following additional information is available for the Dr. Ivan and Irene Incisor family from Chapters 1 and 2. On September 1, Irene opened a retail store that specializes in sports car...
-
The following additional information is available for the Dr. Ivan and Irene Incisor family from Chapters 1-4. Ivan and Irene paid the following in 2012 (all by check or can otherwise be...
-
The following additional information is available for the Dr. Ivan and Irene Incisor family from Chapters 1-5. Ivan's grandfather died and left a portfolio of municipal bonds. In 2012, they pay Ivan...
-
The boundedness theorem shows how the bottom row of a synthetic division is used to place upper and lower bounds on possible real zeros of a polynomial function. Let P(x) define a polynomial function...
-
(a) Show that the values of a at which intensity maxima for single-slit diffraction occur can be found exactly by differentiating Eq. 36-5 with respect to a and equating the result to zero, obtaining...
-
State which one of the following is correct: (a) \(d G=-S d T+V d P\) (b) \(d U=T d S+P d V\) (c) \(d H=T d S-V d P\) (d) \(d A=-S d T+P d V\).
-
If grandfathering is accepted as the basis for allocating initial emission permits what is the likely impact on early action (action before trading schemes commence) being taken to reduce emissions?...
-
On January 1, 2010, Point Corporation acquired an 80% interest in Sharp Company for $2,000,000. At that time Sharp Company had capital stock of $1,500,000 and retained earnings of $700,000. The book...
-
Increase in inventory $25,000 Decrease in accounts receivable 414,000 Decrease in accounts payable 150,000 Net Income 65,000 Proceeds on sale of capital assets 50,000 Gain on sale of capital assets...
-
REI sells snowboards. Assume the following information relates to REI's purchases of snowboards during September. During the same month, 102 snowboards were sold. REI uses a periodic inventory...
-
Solve for the Present Value: a. $27,000 payable at the end of each year for 19 years with 5% interest compounded annually. b.$18,000 received at the beginning of each semiannual period for 5 years...
-
Required Information [The following Information applies to the questions displayed below.] Manuel Company predicts It will operate at 80% of its productive capacity. Its overhead allocation base is...
-
QS 3-11 Preparing adjusting entries (annual)-depreciation LO4 Jan. 1, 2023 Dec. 31, 2023 Mar. May July Sept. Nov. Jan. Feb. Apr. June Aug. Oct. Dec. 2023 Equipment will last five years (2023-2027) On...
-
Explain earliest start time and earliest finish time with examples?
-
Burwell Manufacturing is organized into two divisions (Agriculture and Mining) and a corporate headquarters. The financial group of the corporate staff prepared financial operating plans (budgets)...
-
The UDP header does not contain any information that is not present in the TCP header (verify this for yourself). That being the case, why do you, as a programmer, have to specify the header...
-
To warm-up, look up four (4) Constitutions from the USP region. What is the systemic location and structure of those Constitutions' Bill of rights within the Constitution? (Make simple reference to...
-
A firm offers two products for sale. The marginal cost of one product is new zero once the first unit has been produced. The marginal cost of the other product rises as output rises. What would be...
-
For 2012, Ontario Manufacturing Company provided the following accounting information: a. Which of the above are sources of funds? b. Which of the above are uses of funds? c. What is the overall...
-
Alysha has decided to use her $50,000 in savings to make a down payment on a house. She will live in the house for the next two years while still at university and then sell it when she graduates....
-
Lansdowne Ltd. needs to raise $10 million and intends to sell additional shares. The companys existing shares are trading on the Toronto Stock Exchange for $28. However, the investment dealer hired...
-
a. Examine how each of the following affects the natural unemployment rate. (i) The discovery of new energy resources lowers the price of energy, stimulating more industrial activities. (ii) The...
-
In a particular economy the negative oil price shock occurs in two different time periods, say 1990-1995 and 2000-2005. Assume that these two oil price shocks are similar in nature. Given the same...
-
In this problem you are asked to show that the expectations-augmented Phillips curve (derived in the text using the extended classical model) can be derived using the Keynesian model. Consider a...
Study smarter with the SolutionInn App