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Presentation/PPT
27/08/2022
You have been at your job with East Coast Yachts for a week now and decided to sign up for the company’s 401K. Even after your discussion with XXXX XXXXX, the Bledsoe Financial Services representative, you are still unsure as to which investment option you should choose. Recall that the options available to you are stock in East Coast Yachts, The Bledsoe S&P 500 Index Fund, the Bledsoe Small Cap Fund, The Bledsoe Large Company Stock Fund, The Bledsoe Bond Fund, and the Bledsoe Money Market Fund. You have decided that you should invest in a diversified portfolio, with 70% in equity, 25% in bonds, and 5% in money market. You also have decided to focus your equity investment on large cap stocks, but you are debating whether to select the S&P 500 index fund of the Large Company Stock Fund. You understand the basic difference in the two funds. One is purely passive fund that replicates a widely followed large cap index, the S&P 500, and has low fees. The other is actively managed with the intention that the skill of the portfolio manager will result in improved performance relative to an index. Fees are higher in the latter fund. You’re just not certain on which way to go, so you as Don Ervin, who works for the company’s finance area. Dan gives you some information comparing the performance of equity mutual funds and the Vanguard 500 Index Fund. The Vanguard is the world’s largest equity index mutual fund. It replicates the S&P 500, and its return is only negligibly different from the S&P. Fees are very low. As a result, the Vanguard500 is essentially identical to the Bledsoe S&P 500 Index Fund, but it has been in existence for much longer so you can study its track record over 2 decades. So from looking at the graph, it shows the percentage of equity mutual funds that outperformed the Vanguard 500 Fund over the previous 10 years. So from Jan 1977 to Dec 1986, almost 70% of equity mutual funds outperformed the Vanguard 500. 1. What implications do you draw from the graph for mutual fund investors? 2. Is the graph consistent or inconsistent with market efficiency? Why or why not? 3. What investment decision would you make for the equity portion for your 401(k) account? why?
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The writer is very fast, professional and responded to the review request fast also. Thank you.
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