Question: Go to https://www.morningstar.com a. What information does provide the Morningstar Style Box*? b. Morningstar assigns a Rating to each Mutual Fund. What are the criteria
Go to https://www.morningstar.com a. What information does provide the Morningstar Style Box*? b. Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating? c. Use the information provided above (style box and ratings) to choose 3 different funds (10 different assets per fund) to prepare 3 portfolios for 3 different types of investors: i. Aggressive ii. Moderate iii. Conservative d. In half a page for each portfolio, explain: i. The rationale behind choosing the given funds per each portfolio. ii. The criteria chosen to build each portfolio. iii. The total amount to invest in each portfolio is 1.000.000. e. Follow up the prices for all 3 portfolios for a week. Calculate the return for each portfolio at the end of the week. Explain your results and show them graphically. Compare in the same graph the development of the three portfolios you have chosen and the development in the same period of the S&PS00 index. Explain your conclusions. f. Explain how much is your return in this period, and compare it to an investment in the S&P 500 index.
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
