Question: a. b. Category Large Cap Large Cap Large Cap Large Cap Large Cap Mid Cap Mid Cap Small Cap Small Cap Construct an appropriate

a. b. Category Large Cap Large Cap Large Cap Large Cap Large Cap Mid Cap Mid Cap Small Cap Small Cap 

a. b. Category Large Cap Large Cap Large Cap Large Cap Large Cap Mid Cap Mid Cap Small Cap Small Cap Construct an appropriate chart showing the allocation of total value in $ and % between the investment categories. Construct an appropriate chart showing % of mutual fund allocation within each investment category. Mutual Fund Fidelity Capital Appreciation Fidelity Contrafund Fidelity Equity Income Fidelity Export & Multinational Fidelity Strategic Large Cap Value Fidelity Mid Cap Stock Fidelity Value Fidelity Small Cap Independence Fidelity Low Priced Stock Fidelity Puritan Fidelity Fidelity Fund Fidelity Mortgage Securities Blended Blended Bond Bond Fidelity Strategic Income $ per Share # of Shares $25.14 1225 $55.32 1500 $51.00 1400 $19.11 600 1800 600 850 1000 400 1500 $12.68 $22.38 $69.92 $19.02 $39.54 $19.87 $30.44 $11.23 $10.59 675 700 400 Total Value $30,797 $82,980 $71,400 $11,466 $22,824 $13,428 $59,432 $19,020 $15,816 $29,805 $20,547 $7,861 $4,236

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!