Ten Mutual Funds have been selected for study in Projects One and Two. These must be studied individually. The following is the list of funds and the assignment to individuals.

Fund Assignment

Ten Mutual Funds have been selected for study in Projects One and Two.  These must be studied individually.  The following is the list of funds and the assignment to individuals.

You need to gather the following information on your assigned fund:

You need to gather the following information on your assigned fund:

  1. The quarterly holdings of the fund from 06-30-2018 to 06-30-2016. This should include the Company Name, the Company Sector (if reported; if not use Yahoo Finance to identify the sector), the number of shares held, and the value of the shares as reported by the Fund.
    1. There are four reports of holdings published each year (two N-Q’s and two N-CSRS’s). Be sure to record these by the date listed in the report rathe than the date published by the SEC).
    2. I have already provided you with an Excel workbook with the most recent quarter for your fund.
  2. Once you have gathered these holdings, merge them into a unified list of holding across quarters (i.e., any company held in at least one quarter). This is your master list of companies.
  3. Use Yahoo to look up the stock symbol:
    1. If a symbol does not exist (make sure it does not exist), drop the company (since it has likely been acquired). You should drop it from your master list and each quarter in the fund’s list of holdings
    2. If a company is based abroad, you will get the best prices history from the local market (e.g., .BO or .NS in India, etc.).
    3. If a company does not have price data back to 06-30-2015, drop the company from the master list and each quarter in the fund’s list of holdings.
    4. For the remaining company and your fund, download the adjusted closing prices from 07-01-2015 to 06-30-2018.
  4. Based on the remaining holdings (after the elimination of companies in 3), compute the weights of each company in each quarter and the weight of each sector in each quarter.
  5. Once you have determined an appropriate ETF to benchmark your fund against (see below), download the adjusted closing prices for this ETF from 07-01-2015 to 06-30-2018.

In total, you should have a Master Excel File with the following:

  1. A master list of companies held by the company over appropriate period.
  2. A list of holdings and their portfolio weights for each quarter over the appropriate period
  3. The fund’s weighting of each sector for each quarter over the appropriate period
  4. The daily (adjusted) price series for the fund, the benchmark ETF and each company in the master list of companies from 07-01-2015 to 06-30-2018.

You are expected to research your fund and identify the funds objectives (including style of investing).

Get qualified custom writing help fast and easily. order now

The post Ten Mutual Funds have been selected for study in Projects One and Two. These must be studied individually. The following is the list of funds and the assignment to individuals. appeared first on EliteScoreWriters.



from EliteScoreWriters https://ift.tt/2xEJ6xV
Image result for order now

Comments

Post a Comment

Popular posts from this blog

Price of oil in international markets has dropped stunningly 60% in the past twelve months. Among the factors mentioned behind this drastic fall is the millions of barrels of oil

Image
 Q1.Read your textbook and other peer-reviewed publications, write a minimum of four (4) pages of high quality well written APA formatted standard about the following scenario. Please keep in mind that this assignment is quantitative, therefore do not forget to use the figures and charts. Price of oil in international markets has dropped stunningly 60% in the past twelve months. Among the factors mentioned behind this drastic fall is the millions of barrels of oil produced in the US called shale oil.” and analyze: ● The market structure for oil industry ● The supply and demand for oil in that market structure ● The pricing of oil at the presence of OPEC and the role of Speculators ● Why shale oil is a substitute for oil and explain the news in regard to the Cross elasticity of demand.  Q2. Using the Library Information Resource Network (LIRN), JSTOR, or any other electronic journal database, research six (6) peer-reviewed articles that can be used to answer your a...
Read more

Describe the pathophysiology, signs and symptoms, and predisposition(s) of an Abdominal Aortic Aneurysm (50 points)

Image
 Using APA format, write a 3-5 page paper about this patient case study: A patient is admitted to the emergency department complaining of lower back pain. An MRI and CTA scan have been ordered. Findings indicate that the patient has an Abdominal Aortic Aneurysm (AAA). Part I - Describe the pathophysiology, signs and symptoms, and predisposition(s) of an Abdominal Aortic Aneurysm (50 points) Part II - Why were an MRI and CTA scan used as diagnostic tests for this patient? How do they differ? What other diagnostic tests/laboratory tests would be indicated if a AAA is suspected? (35 points) Part III - Discuss pre-surgical medications and the surgical intervention for AAA. If left untreated what are the risks? (30 points) Part IV - What patient education is necessary and what are the implications for family members? (20 points) APA format, grammar and citations (15 points) GET SOLUTION FOR THIS ASSIGNMENT CLICK HERE TO MAKE YOUR ORDER TO BE RE-WR...
Read more
The class project for this course is a written report, accompanied by a PowerPoint or podcast presentation, that addresses the biological study of a specific behavioral or mental phenomenon (normal or pathological) covered in the readings and videos. Please select a behavioral or mental phenomenon such as language or schizophrenia and then select a biological strategy for investigating it, such as hormonal or genetic mechanisms, neurotransmitters, drug treatments, or localization of brain processes by imaging. Your written portion will be worth a maximum of 50 points, and the PowerPoint or podcast that accompanies it will be worth a maximum of 10 points. Thus, the project as a whole will be worth 60 points. Written paper.The theme of the report will be imaging approaches to the study of schizophrenia. The paper should summarize fundamental issues, questions, and controversies and provide a general overview of the topic using the biological line of investigation chosen. It should also e...
Read more