1. Chapter 12 p 505 Question 12.6 Use information from the Morningstar site to help you with this problem.
Imagine that you’ve just inherited $25,000. Now you’re faced with the "problem" of how to spend it. You could make a down payment on a condo or on that sports car you’ve always wanted. Or you could build a mutual fund portfolio. After some soul searching you decide to build a $25,000 mutual fund portfolio. Using actual mutual funds and actual quoted prices, come up with a plan to invest as much of the $25,000 as you can in a portfolio of mutual funds. (In addition to one or more open-end funds, include at least one CEF or ETF) Be specific! Briefly describe your planned portfolio, including the investment objectives you are trying to achieve.
2. Chapter 12 Chapter-opening problem. Copy the graph into a Word file. Comment, discuss and answer the rest of the exercise in complete sentences.
Go to Yahoo! Finance and look up data on the Vanguard 500 Index Investor fund (ticker symbol VFINX) the Fidelity Magellan (ticker symbol FMAGX). These are among the largest mutual funds in the United States. Pick one of these funds and click the Basic Chart link to see how it has performed over the last five years. With that chart open, enter the ticker symbol of the other fund into the box that allows you to plot another fund’s performance on the same chart. Which of these two funds has performed better in recent years? Click the Holdings link to see the top 10 holdings of each fund. Do any of the same stocks appear in the top 10 lists of both funds?
The two problems above are from Fundamentals of Investing 12e
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