questionnaires and they all concluded that I have a moderate/average tolerance for risk. One of the questionnaire suggested that people with my risk tolerance should invest in convertible bonds, high-yield junk bonds, large-cap stocks and funds, S&P 500 and Wilshire 5000 stock index funds, and variable annuities invested in large-cap stock sub-accounts ("Investment Risk Tolerance Quiz."). Vanguard’s risk tolerance questionnaire suggested that I should look at funds with a 30/70 bond/stock allocation
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Style and Portfolio Performance Evaluation Project FI 8240 Global Portfolio Management Fall Semester 2015, Dr. Kini Lan Luo Thuy Tien Ho Xiangbo Sun SUMMARY We have developed style and portfolio performance evaluation based on our analysis from Excel results for mutual fund A, B and C. In this analysis two different passes were made, where the major change was the number of indices used in creation of the style analysis model. In the first pass the indices used were the large cap sp500
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Case a) US Mutual Fund Performance Maastricht University | | | | School of Business & Economics | | | | Place & date: | Maastricht, 5th December 2013 | | | | Name, initials: | Müller-Wilmes, VEMCroughs, ZWFWang, WCGerdsen, BHARack, MD | | For assessor only | | ID number: | I6076025I6075042I6117368I6075829I6064576 | | 1. Content | | Study: | International Business Economics | | 2. Language structure | | Course code: | EBC | | 3. Language accuracy | | Group
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------------------------------------------------- Case Study-Dfa Dimensional fund Advisors Submitted By:- Azouaou Dahmoune Drishti Oza
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The DAX is a is a blue chip stock market index made up of 30 major German companies trading on the Frankfurt Stock Exchange, founded in July 1988. DAX stands for Deutscher Aktienindex, translated literally to German Stock Index. The DAX is equivalent to the Dow Jones Industrial Average here in the US. The 30 stocks that make up the DAX are simply the 30 largest companies on the Frankfort Stock Exchange, based on order book volume and market capitalization. DAX is a Capitalization-weighted index
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Cross-Cultural Perspectives Takeema L. McCaskill ETH/316 September 29, 2014 Christy Vilavanh Cross-Cultural Perspectives Known to be one of the leading international oil, gas, and energy companies, BP has a worldwide reputation of providing consumers fuel for transportation purposes, energy towards heat and light; in addition to, creating petrochemical products and lubricants to keep engines especially in large machineries moving. With headquarters based in London, England, the multinational
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invested in tech. incorporation such as MS, Apple, Google, etc. Reason we pick Vanguard S&P 500 GR Index for large: we want be active fund when market is passive and opposite way. Since market is doing good, we would use passive fund. When market is bad we would not stay on passive fund and go out for active which has good sense in stock picking and beat the market. Currently US market S&P 500 is in good shape(Figure X), S&P value fund portfolio since economy is in good shape. -> since
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Marketing at the Vanguard Group In light of an evolving market, faced with new competitors, and after a careful analysis of their current customers, the Vanguard Group (hereinafter referred to as “Vanguard”) realizes it must rethink its entire marketing strategy. However, in order to protect and leverage their competitive advantage, which is their low management fees, and to optimize the loyalty that their customers continuously demonstrate toward their organization, they must now target the most
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ECY 401K There are three forms of market efficiency. They are the weak form, semistrong form, and strong form efficiency. Since the advisor fund is outperforming the Varguard 500, it shows the market is semistrong efficiency with weak form efficiency. The weak form efficiency is based on past performance and the price of stocks. It is vital that individuals use financial information such as earnings, forecasts, merger announcements, or money supply figures when deciding to buy or sell stocks
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Vanguard Mutual Fund Evaluation FIN/420 1/26/2014 The Vanguard Group The Vanguard Group offers an array of mutual funds, exchange-traded funds, brokerage, and asset management. When choosing and comparing mutual funds, there are characteristics that you need to first evaluate. This paper will review five different categories of mutual funds that Vanguard Group offers its investors. Actively Managed Common Stock Fund The Selected Value (ticker VASVX) is an actively managed common stock
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