What is the weighted beta of Elaines mutual funds located in her investment portfolio? Mutual Shares Fund

What is the weighted beta of Elaine’s mutual funds located in her investment portfolio?

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Mutual Shares Fund Style 210 MG 300 LG 443 MV 1,000 MG 320 LG 410 LG Fund A Fund B Fund C Fund D Fund E Fund F XI TOTAL PORTFOLIO VALUE 14% 11.5% 6% -6% 4% 7% Alpha 3% .5% (4%) Note: All distributions from the mutual funds are reinvested. (10%) 0.70 (3%) 1.10 (2.5%) 0.90 O R² L M G V Mutual Funds Key Beta R² 1.10 12% 57% 0.94 8% 81% 0.65 8% 42% 4% 5% 60% 3% 78% σ 20% Front-End Load Large Medium Growth Value 4.5% 4.5% 4.5% 4% 0% 3% 5-year average return Standard deviation Coefficient of determination Expense Ratio Basis $ 2,500 $ 5,000 $10,000 $ 8,000 $ 9,500 $10,000 .71% 1.0% 2.25% 1.85% 1.75% 1.5% Total value of mutual funds Fair Market Value $ 2,625 $ 5,100 $11,075 $ 7,500 $ 8,000 $ 8,200 $42,500 $210,000 Mutual Shares Fund Style 210 MG 300 LG 443 MV 1,000 MG 320 LG 410 LG Fund A Fund B Fund C Fund D Fund E Fund F XI TOTAL PORTFOLIO VALUE 14% 11.5% 6% -6% 4% 7% Alpha 3% .5% (4%) Note: All distributions from the mutual funds are reinvested. (10%) 0.70 (3%) 1.10 (2.5%) 0.90 O R² L M G V Mutual Funds Key Beta R² 1.10 12% 57% 0.94 8% 81% 0.65 8% 42% 4% 5% 60% 3% 78% σ 20% Front-End Load Large Medium Growth Value 4.5% 4.5% 4.5% 4% 0% 3% 5-year average return Standard deviation Coefficient of determination Expense Ratio Basis $ 2,500 $ 5,000 $10,000 $ 8,000 $ 9,500 $10,000 .71% 1.0% 2.25% 1.85% 1.75% 1.5% Total value of mutual funds Fair Market Value $ 2,625 $ 5,100 $11,075 $ 7,500 $ 8,000 $ 8,200 $42,500 $210,000

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