Question: Chapter 14, Problem 10PE Bookmark Show all steps: ON | A recent MBA graduate, Dara, has gained control over custodial accounts that her parents had

 Chapter 14, Problem 10PE Bookmark Show all steps: ON | A

recent MBA graduate, Dara, has gained control over custodial accounts that her

Chapter 14, Problem 10PE Bookmark Show all steps: ON | A recent MBA graduate, Dara, has gained control over custodial accounts that her parents had established. Currently, her money is invested in four funds, but she has identined several other funds as options for investment. She has $100,000 to invest with the following restrictions: Keep at least $5,000 in savings. Invest at least 14% in the money market fund. Invest at least 16% in international funds . Keep 35% of tunds in current holdings * Do not allocate more than 20% of funds to any one investment except for the money market and savings account * Allocate at least 30% into new investments Average Return Expenses 1. Large cap blend 17.2% 0.03% | (current holding) 2. Small cap growth 20 4% 0 56% | (current holding) 3. Green fund 26 3% 0.70% | (current holding) 4. Growth and income 15.6% 0.92% | (current holding) 5. Multicap growth 19 8% 0 92%

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