Investment Analysis of Mutual Funds- COURSE FIGHTER | coursefighter.com

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Investment Analysis of Mutual Funds- COURSE FIGHTER | coursefighter.com

Using following information to write an finance investment analysis of three mutual funds.

300 words. And indicate which one is good for investment and why.

Mutual Fund Name

FUSEX

FFIDX

PGVFX

Expense Ratio

0.10%

0.52%

0.99%

3 yr. Morning Star Risk Rating

Average

Below Average

Average

5 yr. Morning Star Risk Rating

Below Average

Below Average

Average

10 yr. Morning Star Risk Rating

Average

Below Average

Above Average

3 yr.

5 Star

3 Stars

4 Stars

5 yr.

4 Star

3 Stars

5 Stars

10 yr.

4 Star

2 Stars

3 Stars

Beta

1

0.98

0.76

R-Square

100

91.44

75.75

Alpha

-0.09

-2.22

5.05

Sharpe Ratio

1

0.76

0.55

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