BCO 224 ETFs And Mutual Funds

1. Assume you are an investment advisor. Your client is unsure whatthe main benefits and reasons for investing in a Mutual Fund or anETFs are

Explain the main differences and similarities between eachother

Explain what the main advantage and disadvantage ofinvesting in mutual funds or ETFs are

Explain the main difference between active and passivemanagement

2. Go to https://www.morningstar.como What information does the Morningstar Style Box® provide?

Morningstar assigns a Rating to each Mutual Fund. What arethe criteria they use to assign this rating?

Use the information provided above (style box and ratings) tochoose 5 different mutual funds/ETFs (5 funds/ETFs pereach portfolio) to prepare 3 portfolios for 3 different types ofinvestors:

1. Aggressive2. Moderate3. Conservative

In half a page for each portfolio, explain:

1. The rationale behind choosing the given funds/ETFsper each portfolio

2. The criteria chosen to build each portfolio

3. Follow up the prices for all 3 portfolios for a week.Calculate the return for each portfolio at the end of theweek.

Explain your results.

Fund or anETFs are

Explain the main differences and similarities between eachother

Explain what the main advantage and disadvantage ofinvesting in mutual funds or ETFs are

Explain the main difference between active and passivemanagement

2. Go to https://www.morningstar.como What information does the Morningstar Style Box® provide?

Morningstar assigns a Rating to each Mutual Fund. What arethe criteria they use to assign this rating?

Use the information provided above (style box and ratings) tochoose 5 different mutual funds/ETFs (5 funds/ETFs pereach portfolio) to prepare 3 portfolios for 3 different types ofinvestors:

1. Aggressive2. Moderate3. Conservative

In half a page for each portfolio, explain:

1. The rationale behind choosing the given funds/ETFsper each portfolio

2. The criteria chosen to build each portfolio

3. Follow up the prices for all 3 portfolios for a week.Calculate the return for each portfolio at the end of theweek.

Explain your results.

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