1) What main differences do you make between GS Large Cap Value A and MS Mid Cap Growth A? Explain clearly how you may differentiate the two funds. What does it imply in terms of risk and return? Use all possible figures to justify your opinion.

What main differences do you make between GS Large Cap Value A and GS Government Income A? Explain clearly how you may differentiate the two funds. What does it imply in terms of risk and return? Use all possible figures to justify your opinion.

Size 14.53 0.70 6.69 Morgan Stanley Mid Cap Growth A Portfolio Stats Volatility Measures Fund Category Standard Deviation Median Market Cap $6.55 Bil $6.71 Bil Sharpe Ratio Market Capitalization % of Portfolio Treynor Ratio Giant 0.00 Large 22.73 Style Box for Stock Holdings Medium 70.71 Size Large Small 6.56 Micro 0.00 Medium Investment Valuation Stock Portfolio Category indd Price/Earnings 32.16 23.83 Price/Sales 3.11 2.00 Modern Portfolio Theory Statistics Investment Standard Index Valuation Measurement S&P 500 TR Beta (1-year) 1.47 Asset Allocation Alpha (1-year) Cash Stocks Foreign (as a % of portfolio) 5.55 Type % of Net Assets 4.7 95.3 19.1 Portfolio Stats Credit Information Average Credit Quality Average Duration Goldman Sachs Government Income A Style Box for Bond Holdings Credit Quality AAA 3.84 Medium Modern Portfolio Theory Statistics Standard Index Measurement LB US Agg Bond TR USD Beta (1-year) 0.89 Alpha (1-year) -0.11 Interest Rate Senelity Volatility Measures Standard Deviation Sharpe Ratio Treynor Ratio 2.62 0.14 0.39 Asset Allocation Type Cash Bonds Foreign (as a % of portfolio) % of Net Assets 12.9 87.1 6.8 8.73 0.39 3.33 Goldman Sachs Large Cap Value A Portfolio Stats Volatility Measures Size Fund Category Standard Deviation Median Market Cap $54.43 Bil $46.05 Bil Market Capitalization % of Portfolio Sharpe Ratio Treynor Ratio Giant 52.89 Large 36.37 Style Box for Stock Holdings Medium 10.75 Lago Investment Valuation Stock Portfolio Category Price/Earnings 14.67 14.65 Med Price/Sales 1.40 1.34 Snd Modern Portfolio Theory Statistics Standard Index Measurement S&P 500 TR Turvas Valuation Beta (1-year) 0.96 Alpha (1-year) 0.44 Asset Allocation Type Cash Stocks Foreign (as a % of portfolio) % of Net Assets 0.5 99.5 4.0 Size 14.53 0.70 6.69 Morgan Stanley Mid Cap Growth A Portfolio Stats Volatility Measures Fund Category Standard Deviation Median Market Cap $6.55 Bil $6.71 Bil Sharpe Ratio Market Capitalization % of Portfolio Treynor Ratio Giant 0.00 Large 22.73 Style Box for Stock Holdings Medium 70.71 Size Large Small 6.56 Micro 0.00 Medium Investment Valuation Stock Portfolio Category indd Price/Earnings 32.16 23.83 Price/Sales 3.11 2.00 Modern Portfolio Theory Statistics Investment Standard Index Valuation Measurement S&P 500 TR Beta (1-year) 1.47 Asset Allocation Alpha (1-year) Cash Stocks Foreign (as a % of portfolio) 5.55 Type % of Net Assets 4.7 95.3 19.1 Portfolio Stats Credit Information Average Credit Quality Average Duration Goldman Sachs Government Income A Style Box for Bond Holdings Credit Quality AAA 3.84 Medium Modern Portfolio Theory Statistics Standard Index Measurement LB US Agg Bond TR USD Beta (1-year) 0.89 Alpha (1-year) -0.11 Interest Rate Senelity Volatility Measures Standard Deviation Sharpe Ratio Treynor Ratio 2.62 0.14 0.39 Asset Allocation Type Cash Bonds Foreign (as a % of portfolio) % of Net Assets 12.9 87.1 6.8 8.73 0.39 3.33 Goldman Sachs Large Cap Value A Portfolio Stats Volatility Measures Size Fund Category Standard Deviation Median Market Cap $54.43 Bil $46.05 Bil Market Capitalization % of Portfolio Sharpe Ratio Treynor Ratio Giant 52.89 Large 36.37 Style Box for Stock Holdings Medium 10.75 Lago Investment Valuation Stock Portfolio Category Price/Earnings 14.67 14.65 Med Price/Sales 1.40 1.34 Snd Modern Portfolio Theory Statistics Standard Index Measurement S&P 500 TR Turvas Valuation Beta (1-year) 0.96 Alpha (1-year) 0.44 Asset Allocation Type Cash Stocks Foreign (as a % of portfolio) % of Net Assets 0.5 99.5 4.0