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Background: You are the founding member of a new firm that focuses on helping pr
Background: You are the founding member of a new firm that focuses on helping professors transition from working into retirement. Because of your background as an expert in
financial planning, you are tasked with sitting on the Investment Committee. Your first job as a new
committee member is to complete this assignment. Assignment : You are to research and select an actively managed, large-cap mutual fund and a passively managed
fund (either a mutual fund or an ETF). Please provide a written response as to why you picked each
fund and answer all the questions listed below. Active investment :
1) How has the fund performed over the past 12 months? Past five years? Past ten years?
2) What is the fund’s benchmark? How has the fund performed compared to the benchmark over
the same time periods in question 1?
3) What is the expense ratio?
4) What is the portfolio’s turnover?
5) What are the total assets under management?
6) Who currently manages the fund?
7) What are the top 10 holdings?
8) What is the fund’s R
2? What does that tell you about the fund’s returns?
9) Do you think this fund will have a higher return than the S&P 500? Why or why not?
10) Do you think this fund will be less volatile than the S&P 500? Why or why not?
11) Why would someone invest their money in this fund instead of a passively managed fund?
Passive investment:
1) How has the fund performed over the past 12 months? Past five years? Past ten years?
2) What is the fund’s benchmark? How has the fund performed compared to the benchmark over
the same time periods in question 1?
3) What is the expense ratio?
4) What is the portfolio’s turnover?
5) What are the total assets under management?
6) Who currently manages the fund?
7) What are the top 10 holdings?
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