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4.8/5

solution

Your Mutual Fund

TADCX

Your Fund

PRDGX

VOO

1

NAV

$29.07(as of 8/31)

$68.65

$70.75

$415.08

2

Total Assets

$2.2 billion

$7.5 Bil

$20.9 Bil

256.1 Bil

3

Adj. Expense Ratio

1.86%

0.45%

0.63%

0.03%

4

Fee Level

Above Ave.

Low

Below Average

Not Applicable

5

Category

Large Growth

Large Blend

Large Blend

Large Blend

6

Turnover

28%

26%

13%

NA

7

Max Sales Fees (say % and if front/deferred/ or rear, if there are no loads, write “No Load”)

1% Deferred

No Load

No Load

Not Applicable

8

Total Fees over 5-Yr from Cost Illustration (10k, 5% Return)

$1,105

$764

$351

$17

9

Trailing Returns: 1-Year Total Return% (Day End)

26.85%

36.95%

31.10%

37.50%

10

Trailing Returns: 1-Year +/-Index (Day End)

-2.82%

1.54

-4.31

-1.53

11

Fund Beta (3-Yr)

1.07

1.00

0.86

1.00

12

Fund Alpha (3-Yr)

3.51%

-0.44

1.54

-0.03

13

Return vs. Category

Average

Average

Average

Above Average

14

% Fund Assets in U.S. Equity

98.58%

98.22%

90.94%

98.97%

15

% Fund Assets in Non-U.S. Equity

0.86%

1.01%

5.63%

1.02%

16

% Assets in Fixed Income

0%

0%

0%

0%

17

Name of Sector with the largest Fund % Exposure

Technology

Technology

Technology

Technology

18

% Fund Exposure for #17

40.45%

24.63%

19.43%

24.64%

19

Name of Largest Holding

Apple

Apple

Microsoft

Apple

20

% of Assets in Top 10 Holdings

44%

27%

25%

28%

  1. After comparing the four funds, which one would you recommend Mr. Baggins invest in and why? You should include at least three reasons why you recommend the fund. For example, compare your preference for a mutual fund vs. an ETF, fees, performance, risks, category, or other portfolio characteristics.

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