Information regarding nine variables from a sample of 184 mutual bond funds:
Fund number—Identification number for each bond fund
Type—Bond fund type (intermediate government or short-term corporate)
Assets—In millions of dollars
Fees—Sales charges (no or yes)
Expense ratio—Ratio of expenses to net assets in percentage
Return 2009—Twelve-month return in 2009
Three-year return—Annualized return, 2007–2009
Five-year return—Annualized return, 2005–2009
Risk—Risk-of-loss factor of the mutual fund (below average, average, or above average)

Create and analyse:

a. Summary Table of levels of risk of bond funds. What can be referred from this table?

b. Contingency Tables displaying type of fund and whether a fee is charged - both based on number of funds and as a percentages of overall total, row total and column totals. What can be referred from these tables?

c. Frequency Distributions of the 3-Year Return. What can you conclude from it?

d. Relative Frequency Distributions or Percentage Distributions of the 3-Year Return. What can you conclude from these tables?

e. Cumulative Percentage Distributions of the 3-Year Return. Pareto chart for this distribution. What is the conclusion from the chart?

f. Bar Chart and Pie Chart of Levels of Risk of Bond Funds What is the conclusion from these charts?

g. An exploded pie chart, a doughnut chart, a cone chart, and a pyramid chart that shows the risk level of bond funds. Which graphs do you prefer—the bar chart or pie chart or the exploded pie chart, doughnut chart, cone chart, and pyramid chart? Explain.

h. Side-by-side bar chart of fund type and whether a fee is charged. What one can conclude from the chart?

i. Histograms of the 3-Year Return for the Intermediate Government and Short-Term Corporate Bond Funds. Analyse these histograms.

j. Percentage Polygons and Cumulative Percentage Polygons of the 3-Year Return for the Intermediate Government and Short-Term Corporate Bond Funds. Analyse these charts.

Please note this problem is more about analysing and "coming up with a story" rather than just creating tables and charts.

Answer rating: 100% (QA)

a Level of risk Number of bond funds Below average 37 Average 84 Above average 63 The table above shows the level of risk of bond funds The majority of bond funds are at an average level of risk while ... View the full answer