Business Finance Homework Help

Project report should consist of the following parts.

Part One

Select five mutual funds, each with a different objective. (Common objectives of mutual funds on www.tadawul.com.sa are “Medium to Long-term Growth” long-term capital appreciation and growth” “To achieve capital appreciation over medium term by investing in the real estate sector” “emphasis on the equity markets, and limited exposure to the capital preservation Asset class”. Just make sure you select five funds with different objectives.

Make sure that each fund you select has five years of annual performance data available on www.tadawul.com.sa.

A. Prepare a single table showing the following for each of your five funds: (TABLE 1)

1. Fund Name

2. Annual total return statistics for the past five years.

3. Arithmetic average of annual total returns

4. Geometric average of total annual total returns

5. Standard deviation of annual total returns

Part Two

Analysis of selected Mutual Funds

Follow the steps for analyzing each fund.

1. Which fund has the best net asset value?

2. Which fund has the best expense ratio?

3. Which fund has the best 3-year return?

4. Which fund has the lowest turnover ratio? Which has the highest?

5. Based on what you know about the funds, which fund would be the best one for your investment?

Part Three

Comparison with the Best Performing Mutual Funds

Part Four

Conclusion & Recommendations

Reference Resources

Chapter 4: Mutual Funds and other Investment Companies, Essentials of Investments, Bodie, Kane and Marcus 9E

http://www.tadawul.com.sa

http://www.tadawul.com.sa/static/pages/en/Investor…

http://www.gulfbase.com/mutual-funds-sabb-sabb-45-…