Question

In: Statistics and Probability

Small-company stocks funds are prone to periodic bursts of hot performance. Consider the five small-company mutual...

Small-company stocks funds are prone to periodic bursts of hot performance. Consider the five small-company mutual funds and their performance, as listed below. Small-Company Performance over the Performance over the Mutual Fund Past 12 Months Past 5 Years Babson Enterprises II 31.8% 119% Eclipse Equity 33.8% 131% Fasciano 25.3% 133% Gabelli Small Cap Growth 36.8% 123% Nicholas Limited Edition 30.0% 119% Construct a bar chart for the 12-month performance and another bar chart for the 5-year performance.

Solutions

Expert Solution

We perform the following action in Minitab.

We enter the data as shown below.

Click on Graph -> Bar Chart -> Bars represent : Values from a table -> One column of values : Simple -> OK

Graph variables : 'Past 12 months' 'Past 5 years' -> Categorical variable : Company -> Multiple Graphs : On separate graphs -> OK -> OK


Related Solutions

With the use of empirical evidence evaluate the performance of mutual funds
With the use of empirical evidence evaluate the performance of mutual funds
The studies of mutual fund performance cited in the text found that mutual funds typically had...
The studies of mutual fund performance cited in the text found that mutual funds typically had ___. a. about the same returns before expenses and lower returns than benchmark portfolios after expenses b. higher returns than the benchmark portfolio after expenses c. lower returns than the benchmark portfolio before expenses d. roughly the same returns as the benchmark portfolio after expenses e. None of the above
Your assignment is to develop an investment portfolio of common stocks and mutual funds for a...
Your assignment is to develop an investment portfolio of common stocks and mutual funds for a person of your age (32) and current life situation(unemployed student) You are required to select 5 individual stocks and 5 mutual funds. You must justify your selections by doing some research and indicating why you chose the stocks and mutual funds in your portfolio. You will need to put a hypothetical $10,000 into each stock and each mutual fund. You will be tracking the...
Your assignment is to develop an investment portfolio of common stocks and mutual funds for a...
Your assignment is to develop an investment portfolio of common stocks and mutual funds for a person of your age and current life situation. You are required to select 5 individual stocks and 5 mutual funds. You must justify your selections by doing some research and indicating why you chose the stocks and mutual funds in your portfolio. You will need to put a hypothetical $10,000 into each stock and each mutual fund. You will be tracking the price changes...
Your assignment is to develop an investment portfolio of common stocks and mutual funds for a...
Your assignment is to develop an investment portfolio of common stocks and mutual funds for a person of your age (32) and current life situation(unemployed student USA) You are required to select 5 individual stocks and 5 mutual funds. You must justify your selections by doing some research and indicating why you chose the stocks and mutual funds in your portfolio. You will need to put a hypothetical $10,000 into each stock and each mutual fund. You will be tracking...
There are mutual funds that invest in stocks of socially responsible or ethical or green companies....
There are mutual funds that invest in stocks of socially responsible or ethical or green companies. Perform a web search to identify at least three such funds and look up their performance. How have these funds performed over the past five years compared to funds that invest more broadly? Explain the findings.
There are mutual funds that invest in stocks of socially responsible or ethical or green companies....
There are mutual funds that invest in stocks of socially responsible or ethical or green companies. Perform a web search to identify at least three such funds and look up their performance. How have these funds performed over the past five years compared to funds that invest more broadly? Explain the findings.
In Appendix B you will find performance data for four mutual funds. Rank the funds according...
In Appendix B you will find performance data for four mutual funds. Rank the funds according to performance. Detail any concerns you have about the rankings. If you had to choose one of the funds to invest in, which would it be and why? Appendix B: Fund Performance Metrics Manager: ArrowMark Conestoga Elk Creek Stephens Assets Under Management (AUM) ($M) $1,237 $1,851 $1,235 $1,861 # Securities 110 48 98 109 Alpha 4.06 2.08 -1.44 -2.82 Beta 0.95 0.85 1.04 0.84...
Target-date mutual funds adopt “glide paths” such that the funds allocate investments across stocks, bonds, and...
Target-date mutual funds adopt “glide paths” such that the funds allocate investments across stocks, bonds, and other assets based on the weights that are set in the funds’ set schedules. For example, a 2050 target date fund is likely to be heavily invested in stocks relative to bonds in 2019, but the fund’s investments will gradually shift toward bonds as the year 2050 approaches. What behavior do stock market returns need to display in order for this approach to be...
Why one would expect to see differences in performance between ESG mutual funds and conventional mutual...
Why one would expect to see differences in performance between ESG mutual funds and conventional mutual funds?
ADVERTISEMENT
ADVERTISEMENT
ADVERTISEMENT