Business Finance Homework Help

Review the investment information for the Fidelity Large Cap
Stock Fund (FLCSX) at
http://fundresearch.fidelity.com/mutual-funds/summary/315912402 .

Write a four to five (4-5) page paper in which you:

1.Assess the year-to-date performance of the FLCSX fund,
including the key drivers of the fund performance, and how the performance of
the fund compares to the S&P 500.

2.Evaluate the volatility risks in the fund, providing an
assessment of the fund manager’s performance based on the risk measurements for
the fund. Make a recommendation to the fund manager for improving the
performance. Provide a rationale for your recommendation.

3.Compare your assessment of the fund performance to the
Morningstar rating for the fund, indicating your agreement or disagreement with
the rating. Provide support for your position.

4.Assess the top 10 holdings in the fund, indicating the
level of diversification in the fund. Identify a company that may impose
increased risk and any changes that you would recommend in the fund composition
to improve the fund performance. Provide support for your rationale.

5.Use at least three (3) quality academic resources in this
assignment. Note: Wikipedia and other Websites do not qualify as academic
resources.

Your assignment must follow these formatting requirements:

•Be typed, double spaced, using Times New Roman font (size
12), with one-inch margins on all sides; citations and references must follow
APA or school-specific format. Check with your professor for any additional
instructions.

•Include a cover page containing the title of the
assignment, the student’s name, the professor’s name, the course title, and the
date. The cover page and the reference page are not included in the required
assignment page length.

The specific course learning outcomes associated with this
assignment are:

•Analyze stock prices and valuations.

•Use technology and information resources to research issues
in financial risk analysis.

•Write clearly and concisely about financial risk analysis
using proper writing mechanics.

Click here to view the grading rubric.