Question: 1. Research two actively managed US EQUITY mutual funds (from different Asset Managers) Describe each funds investment approach and types of holdings Tell us which

1. Research two actively managed US EQUITY mutual funds (from different Asset Managers)

  • Describe each funds investment approach and types of holdings
  • Tell us which fund you would invest in and why (using key statistics from the presentation)

2. Research two Robotics/AI ETFs

  • Prepare a table comparing: ETF provider, ticker/name, number of holdings, top 5 holdings (including weights), top 3 sectors, 1- & 3-year performance, benchmark, fees, AUM/Net Assets, NAV, inception date
  • Describe their investment approach and tell us which one you would invest in and why

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