Question: In a given year, an actively managed mutual fund earned a return by making the following investment in asset classes: Class Weight Return Bonds

 

In a given year, an actively managed mutual fund earned a return 



In a given year, an actively managed mutual fund earned a return by making the following investment in asset classes: Class Weight Return Bonds 20% 12% Equities 80% 17% The fund's benchmark "bogey" portfolio consists of an 60% Aggregate Bond Index and 40% S&P 500 Equity Index. During the given year, the Aggregate Bond Index returned 10%, while the S&P 500 Index returned 15%. What is the contribution of the asset allocation to the total return of the actively managed mutual fund?

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