S and p 500 fund
[DOC File]Chapters 1&2 - Investments, Investment Markets, and ...
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The information below applies to the next three questions (6-8) The average returns, standard deviations and betas for three funds are given below along with data for the S&P 500 index. The risk free return during the sample period is 6%. 6.
[DOC File]Evaluation of Returns for an ORP Provider:
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Passive fund managers usually manage index funds that track and follow the performance of the market. For example, the index fund may be based on the S&P 500 Index; therefore, the fund manager would buy only shares of stock in that index, which would dramatically minimize the amount of trading activity.
[DOC File]Portfolio Project
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This is an aggressive mutual fund that requires an active management strategy. As the founder of this mutual fund you must select an investment strategy that you expect to outperform the S&P 500. The investors in this mutual fund believe that portfolio managers must earn their high salaries thus they require active trading.
[DOC File]Home | U.S. Department of Labor
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A Index Fund/ S&P 500 0.18%. $1.80. $20 annual service charge subtracted from investments held in this option if valued at less than $10,000. B Fund/ Large Cap 2.45%. $24.50. 2.25% deferred sales charge subtracted from amounts withdrawn within 12 months of purchase. C Fund/ International Stock 0.79%. $7.90. 5.75% sales charge subtracted from ...
[DOC File]Columbia University in the City of New York
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Keith Bernard, an adviser from the first fund, suggests that each month he should invest 80% of the $200 in the S&P 500 fund and the other 20% in the T-bill fund. “Don’t be a wuss,” he explained. “The S&P 500 has averaged much larger returns than the T-bill fund.
[DOC File]Quiz I, F4365, Fall, 1994 Name
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However, the correlation between the S&P 500 and the American bond fund is 0.62 and between the S&P 500 and the international stock fund is 0.14. Show graphically and discuss how the risk/return combinations you could achieve differ with the international stock fund than with the bond fund. 2.
[DOC File]University of Kansas
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A fund manager has a well-diversified portfolio that mirrors the performance of the S&P 500 and is worth $360 million. The value of the S&P 500 is 1,200, and the portfolio manager would like to buy insurance against a reduction of more than 5% in the value of the portfolio over the next six months. The risk-free interest rate is 6% per annum.
[DOC File]University of Kansas
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On July 1, an investor holds 50,000 shares of a certain stock. The market price is $30 per share. The investor is interested in hedging against movements in the market over the next month and decides to use the September Mini S&P 500 futures contract. The index is currently 1,500 and one contract is for delivery of $50 times the index.
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