Using the sample of retirement funds stored in Retirement Funds :

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

b. What conclusions can you reach concerning differences among the types of funds based on market cap categories, risk levels, and star ratings?

c. Which do you think is easier to interpret: the table for this problem or the ones for problems 2.58 through 2.60? Explain.

d. Compare the results of this table with those of Figure 2.19 and problems 2.58 through 2.60. What differences can you observe?

FIGURE 2.19

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Fund Type Growth Value Grand Total Risk Level Low Average High Grand Total 31.73 % 19.00% 63.88% 36.12% 100.00% 13.15% 17.54% 15.03% 3.55% 30.69% 46.76% 22.55% Fund Type Growth Large MidCap Small Value Large MidCap Small Grand Total Risk Level Low Average High Grand Total 63.88% 32.2% 18.0% 13.8% 36.1% 23.2% 6.5% 6.5% 100.00% 13.2% 31.7% 19.0% 9.6% 19.0% 3.5% 3.3% 9.4% 5.2% 0.2% 3.3% 10.2% 17.5% 15.0% 3.5% 14.6% 7.9% 0.6% 2.1% 3.5% 0.8% 0.8% 3.5% 2.1% 30.69% 46.76% 22.55%