Your client Mary comes to you and questions why herbalancedmutual fund generated a return in 2020 that

Fantastic news! We've Found the answer you've been seeking!

Question:

Your client Mary comes to you and questions why herbalancedmutual fund generated a return in 2020 that was lower than the return of the S&P 500.

A) Provide 2 reasons why her balanced mutual fund likely underperformed the S&P 500. (3.5 marks)

B) Will Mary's concern lead you to change the portfolio's asset allocationandchange the holdings? Explain why you would or would not change the portfolio. (3.5)marks.

Related Book For answer-question

Canadian Organizational Behaviour

ISBN: 978-0070401877

8th Canadian Edition

Authors: Steven Lattimore McShane, Sandra Steen

Posted Date: May 15, 2024 01:11 PM

See More Questions

Question: What as the average weekly safety inventory level of refined sugar from the beginning January 2022 to the end of July 2022? A. 512,465.9691 metric tons per week B. 316,002.1474 metric tons...
Consider the following information: Rate of Return if State Occurs State of Economy Boom :57 Bust of Economy .66 .34 Probability of State Stock A .09 .13 Stock B Stock C .03 .19 .24 -.04 a. What is...
PLEASE GIVE CORRECT ANSWERS Prove that the number of comparators in any sorting network is (n log n). [4 marks] (ii) What does Part (d)(i) imply in terms of the depth of any sorting network? [1 mark]...
Consider the following grooves, each of width W, that have been machined from a solid block of material. (a) For each case obtain an expression for the view factor of the groove with respect to the...
A simple random sample of size 3 has produced sample values 120, 130, and 140. Assume the population distribution of values is normal. a. Compute the sample average, x, and the sample standard...
Present Value Suppose two athletes sign 10-year contracts for $80 million. In one case, were told that the $80 million will be paid in 10 equal installments. In the other case, were told that the $80...
If scarcity were not a fact, a. people could have all the goods and services they wanted for free. b. it would no longer be necessary to make choices. c. poverty, defined as the lack of a minimum...
Presenting information on cash flows has become an important part of financial reporting. Required: a.What goals are attempted to be accomplished by the presentation of cash-flow information to...
Case Study: Use the "Eat The Frog " technique to plan and prioritize your day using any 10 important task you do in your professional world. The eat-the-frog method is a strategy for prioritizing...
Problem (3): A clean glass tube of diameter (d) is to be selected in the design of a piezometer to measure the pressure of water in a pipe. Given the value of d [mm], calculate the maximum capillary...
An organization has adopted a bring-your-own-device (BYOD) approach for mobile devices such as smartphones and tablets. An employee's tablet has been identified as an unauthorized bridge between the...
The following are the ACCOUNTING POLICIES for Intangible assets of Commonwealth Bank of Australia extracted from its annual report of 2 0 2 3 : Intangible assets are identifiable non - monetary...
Consider a multicore processor running the MSI reserve intelligence convention in each center's private reserves. The reserves are associated with one another and memory by means of a snoopy...
Use Five hundred words applying Elaboration Likelihood Model Theory to an example. Here are some notes below on Elaboration Likelihood Model. Elaboration likelihood Model - Richard petty and john...
Use regression analysis to examine inspection costs versus number of units inspected and inspection costs versus inspection labor - hours. Does the number of units inspected appear to be a more...
Assume that a prospect is interested in purchasing 4 tickets in a 20-game season ticket package. The prospect estimated that the sales force can close 20% of the deals after attending a game with an...
Use the method of Example 4.29 to compute the indicated power of the matrix. 1 0 1
Refer to Problem 9-4B. Before the pay period endin g June 1, 2007, the individual employee earnings record for Andre Jones reports the following: Social Security taxes of 6.2% and Medicare taxes of...
Merle Perkins operates Al Auto Repair. Information on his three employees for the payroll period (week) ending June 1, 2007, is provided below. Each employee receives one and one-half times the...
The payroll records of Swift Company provided the following data for the weekly pay period ended December 7: The FICA Social Security tax rate is 6.2% and the FICA Medicare tax rate is 1.45% on all...

Your client Mary comes to you and questions why herbalancedmutual fund generated a return in 2020 that

Question:

Expert Answer:

A Reasons why Marys balanced mutual fund likely underperformed the SP 500 1 Asset Allocation Balanced mutual funds typically have a mix of stocks bonds and other assets with the goal of providing a ba... View the full answer

Canadian Organizational Behaviour

Students also viewed these finance questions