Maurice Tutor

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    Argosy University/ Phoniex University/
    Nov-2005 - Oct-2011

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    Phoniex University
    Oct-2001 - Nov-2016

Category > Management Posted 01 Nov 2017 My Price 8.00

trading and performance data

3.       Consider the following trading and performance data for four different equity mutual funds:

 

 

Fund W

Fund X

Fund Y

Fund Z

Assets under Management,

$289.4

$653.7

$1,298.4

$5,567.3

Avg. for Past 12 months (mil)

Security Sales,

$37.2

$569.3

$1,453.8

$437.1

Past 12 months  (mil)

 

 

 

 

Expense Ratio

0.33%

0.71%

1.13%

0.21%

Pretax Return, 3-year avg.

9.98%

10.65%

10.12%

9.83%

Tax-adjusted Return, 3-year avg.

9.43%

8.87%

9.34%

9.54%

 

a.    Calculate the portfolio turnover ratio for each   fund.

b.    Which two funds are most likely to be actively managed and which two are most likely passive funds? Explain.

c.    Calculate the tax cost ratio for each  fund.

d.    Which funds were the most and least tax efficient in the operations?    Why?

 

Answers

Maurice Tutor
(5)
Status NEW Posted 01 Nov 2017 07:11 PM My Price 8.00

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