MGTS103 Independent Lab 1

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 Table 1.1 Data Set for 25 Mutual Funds

5 Year
Fund Net Asset Average Expense Morningstar
Fund Name Type Value ($) Return (%) Ratio (%) Rank
American Century Intl. Disc IE 16.37 30.53 1.41 3-Star
American Century Ultra DE 24.94 10.88 0.99 3-Star
Artisan Small Cap DE 18.92 18.00 1.18 3-Star
Brown Cap Small DE 35.73 15.85 1.10 4-Star
DFA U.S. Micro Cap DE 13.47 17.23 0.53 3-Star
Fidelity Contrafund DE 73.11 17.99 0.43 5-Star
Fidelity Overseas IE 48.39 23.46 0.90 4-Star
Fidelity Sel Electronics DE 55.60 13.50 0.89 3-Star
Marsico 21st Century DE 17.44 15.16 1.31 5-Star
Mathews Pacific Tiger IE 27.86 32.70 0.67 3-Star
Oakmark I DE 40.37 9.51 1.05 2-Star
PIMCO Emerg Mkts Bd D FI 10.68 13.57 1.25 3-Star
RS Value A DE 26.27 23.68 1.36 4-Star
T. Rowe Price Latin Am. IE 53.89 51.10 1.24 4-Star
T. Rowe Price Mid Val DE 22.46 16.91 1.30 4-Star
Thornburg Value A DE 37.53 15.46 1.27 4-Star
USAA Income FI 12.10 4.31 0.62 3-Star
Vanguard Equity-Inc DE 24.42 13.41 0.29 4-Star
Vanguard Sht-Tm TE FI 15.68 2.37 0.16 3-Star
Vanguard Sm Cp Idx DE 32.58 17.01 0.23 3-Star
Wasatch Sm Cp Growth DE 35.41 13.98 1.19 4-Star

Source: Morningstar Funds 500 (2008)

 Table 1.1 Data Set for 25 Mutual Funds

MGTS 103 Inde

5 Year Cumulative
Average Relative Relative USE THE INFORMATION ON TH
Return (%) Frequency Frequency Frequency
THESE QUESTIONS. FOLLOW
0-5 2
AND DO NOT ADD A '0' IN
5-10 1
NE
10-15 5
15-20 8 (1) (Round answer to two decimal places). Co
20-25 2 returns. The relative frequency for 5-year ave
__________.
25-30 0 (2) (Round answer to two decimal places). Co
30-35 2 returns. The cumulative relative frequency fo
35-40 0 sample shown is _________.
(3) (Round answer to two decimal places). Th
40-45 0 ________.
45-50 0 (4) (Round answer to two decimal places). Th
________.
50-55 1 (5) (Round answer to two decimal places). Th
Total 21 ________.

For the next frequency table questions, refe

set up the initial frequency table. Please use
(6) (Round to nearest whole number, with no
chart for Morningstar Ranks. The amount of 3
(7) (Round to nearest whole number, with no
inputting answers on Blackboard) Complete a
The percentage of 4-star funds in the sample
(8) (Round to nearest whole number, with no
chart for Fund Types. The amount of FI funds
(9) (Round to nearest whole number, with no
inputting answers on Blackboard) Complete a
percentage of DE funds in the sample is ____

(10) The poorest (lowest) ranked fund in the s

Mathews Pacific Tiger
Fidelity Contrafund
Oakmark I
Brown Cap Small

Source: Morningstar Funds 500 (2008)

 Table 1.1 Data Set for 25 Mutual Funds

MGTS 103 Independent Lab 1 Questions

NFORMATION ON THIS DATA WORKSHEET TO COMPLETE

QUESTIONS. FOLLOW BASIC ROUNDING INSTRUCTIONS
DO NOT ADD A '0' IN FRONT OF THE DECIMAL IF NOT
NECESSARY.
wer to two decimal places). Complete the relative frequency table for 5-year average
lative frequency for 5-year average returns between 20-25% of the sample shown is

wer to two decimal places). Complete the relative frequency table for 5-year average
mulative relative frequency for 5-year average returns between 40-45% of the
is _________.
wer to two decimal places). The smallest net asset value of all funds in the sample is

wer to two decimal places). The largest expense ratio of all funds in the sample is
wer to two decimal places). The average net asset value of the funds shown is

equency table questions, refer to the promotion page of the demo to see how to
al frequency table. Please use the data from the independent only.
earest whole number, with no decimal places) Complete a frequency table and pie
ingstar Ranks. The amount of 3-star funds in the sample is ________.
earest whole number, with no decimal places, and DO NOT include the % sign when
ers on Blackboard) Complete a frequency table and pie chart for Morningstar Ranks.
e of 4-star funds in the sample is ________%
earest whole number, with no decimal places) Complete a frequency table and pie
Types. The amount of FI funds in the sample is ______.
earest whole number, with no decimal places, and DO NOT include the % sign when
ers on Blackboard) Complete a frequency table and pie chart for Fund Types. The
DE funds in the sample is ________%

st (lowest) ranked fund in the sample is:

fic Tiger
fund

all

Source: Morningstar Funds 500 (2008)