Question: Fund Name Fund Type Net Asset Value ($) 5 Year Average Return (%) Expense Ratio (%) Morningstar Rank (Stars) Amer Cent Inc & Growth Inv
Fund Name Fund Type Net Asset Value ($) 5 Year Average Return (%) Expense Ratio (%) Morningstar Rank (Stars) Amer Cent Inc & Growth Inv DE 28.88 12.39 0.67 2 American Century Intl. Disc IE 14.37 30.53 1.41 3 American Century Tax-Free Bond FI 10.73 3.34 0.49 4 American Century Ultra DE 24.94 10.88 0.99 3 Ariel DE 46.39 11.32 1.03 2 Artisan Intl Val IE 25.52 24.95 1.23 3 Artisan Small Cap DE 16.92 15.67 1.18 3 Baron Asset DE 50.67 16.77 1.31 5 Brandywine DE 36.58 18.14 1.08 4 Brown Cap Small DE 35.73 15.85 1.20 4 Buffalo Mid Cap DE 15.29 17.25 1.02 3 Delafield DE 24.32 17.77 1.32 4 DFA U.S. Micro Cap DE 13.47 17.23 0.53 3 Dodge & Cox Income FI 12.51 4.31 0.44 4 Fairholme DE 31.86 18.23 1.00 5 Fidelity Contrafund DE 73.11 17.99 0.89 5 Fidelity Municipal Income FI 12.58 4.41 0.45 5 Fidelity Overseas IE 48.39 23.46 0.90 4 Fidelity Sel Electronics DE 45.60 13.50 0.89 3 Fidelity Sh-Term Bond FI 8.60 2.76 0.45 3 Fidelity DE 39.85 14.40 0.56 4 FPA New Income FI 10.95 4.63 0.62 3 Gabelli Asset AAA DE 49.81 16.70 1.36 4 Greenspring DE 23.59 12.46 1.07 3 Janus DE 32.26 12.81 0.90 3 Janus Worldwide IE 54.83 12.31 0.86 2 Kalmar Gr Val Sm Cp DE 15.30 15.31 1.32 3 Managers Freemont Bond FI 10.56 5.14 0.60 5 Marsico 21st Century DE 17.44 15.16 1.31 5 Mathews Pacific Tiger IE 27.86 32.70 1.16 3 Meridan Value DE 31.92 15.33 1.08 4 Oakmark I DE 40.37 9.51 1.05 2 PIMCO Emerg Mkts Bd D FI 10.68 13.57 1.25 3 RS Value A DE 26.27 23.68 1.36 4 T. Rowe Price Latin Am. IE 53.89 51.10 1.24 4 T. Rowe Price Mid Val DE 22.46 16.91 0.80 4 Templeton Growth A IE 24.07 15.91 1.01 3 Thornburg Value A DE 37.53 15.46 1.27 4 USAA Income FI 12.10 4.31 0.62 3 Vanguard Equity-Inc DE 24.42 13.41 0.29 4 Vanguard Global Equity IE 23.71 21.77 0.64 5 Vanguard GNMA FI 10.37 4.25 0.21 5 Vanguard Sht-Tm TE FI 15.68 2.37 0.16 3 Vanguard Sm Cp Idx DE 32.58 17.01 0.23 3 Wasatch Sm Cp Growth DE 35.41 13.98 1.19 4
The file MutualFunds contains a data set with information for 45 mutual funds that are part of the Morningstar Funds 500. The data set includes the following five variables:
Fund Type: The type of fund, labeled DE (Domestic Equity), IE (International Equity), and FI (Fixed Income)
Net Asset Value ($): The closing price per share
Five-Year Average Return (%): The average annual return for the fund over the past five years
Expense Ratio (%): The percentage of assets deducted each fiscal year for fund expenses
Morningstar Rank: The risk adjusted star rating for each fund; Morningstar ranks go from a low of 1 Star to a high of 5 Stars.
Create a PivotTable that gives the frequency count of the data by Fund Type (rows) and the five-year average annual return (columns). Use classes of 0-10, 10-20, 20-30, etc.. for the Five-Year Average Return (%). Make sure two decimal places in your calculation. The percentage of DE (Domestic Equity) and 10%-20% return rate is %. The percentage of FI (Fixed Income) and 10%-20% return rate is %. The percentage of IE (International Equity) and 30%-40% return rate is %.
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