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Mutual Fund : Assignment-2 : Forecasting and asset allocation: (POST EXCEL FILES along with your word document) Jack is currently 20 years old and has 1000 dollars in his 401 k. He plans to put in additional 1000 dollars every year. He is not sure about the allocation so decides to put 50 % in a stock fund and 50 % in the bond fund. If the future fund growth performance is same as the historical growth; Forecast how much will Jack have in each fund and calculate his asset allocation percentage based the forecasted amount at the end of each age period. Read rule of 100 (in the text Investment demystified). Compare Jack’s asset allocation of 50/50 (which he is not changing over time) and compare with applying rule of 100. Provide comparison over the periods (Current age, 30, 40, & 50) What would you recommend Jack and why? Historical growth rates   Fund A ( stocks) 6.00% Fund B ( Bonds) 4.00%         For John currently 20 years old         Current value $ 1,000       “Annual” deposit $ 1,000                 (a) N=10 N=20 N=30 Forecasting portfolio Current age: 20 At age of 30 At age of 40 At age of 50 Portfolio in Stock fund $ 500 Portfolio in Bonds $ 500 Total $ 1,000                   Asset Allocation AGE 20 30 40 50 Portfolio in Stock fund 50.0% Portfolio in Bonds 50.0% Total 100% Jill is currently 30 years old and has 30,000 (ten thousand dollars) in her 401 k. She plans to put in additional 1500 dollars every year. She is not sure about the allocation so decides to put 50 % in a stock fund and 50 % in the bond fund If the future fund growth performance is same as the historical growth; Forecast how much will Jill have in each fund and calculate her asset allocation percentage based on the forecasted amounts at the end of each age period.. Read rule of 100 (in the text Investment demystified). Compare Jill’s asset allocation of 50/50 (which he is not changing over time) and compare with applying rule of 100. Provide comparison over the periods (Current age, 40, 50, & 60) What would you recommend Jill and why? For Jill currently 30 years old         Current value $ 30,000       “Annual” deposit $ 1,500                 N=10 N=20 N=30 Forecasting portfolio Current age: 30 At age of 40 At age of 50 At age of 60 Portfolio in Stock fund $ 15,000 Portfolio in Bonds $ 15,000 Total $ 30,000           Asset allocation %         AGE 30 40 50 60 Portfolio in Stock fund 50% Portfolio in Bonds 50% Total 100%
look at the file and answer as required add excel and refrences
Mutual Fund Assignment One Learning Outcome: Research and application NOTE: Use reading assignment in the text (Demystifying investment) and for data source use Yahoo Finance Describe following and for each provide examples of funds. (20 points) Stock Fund Bond fund Large Blended or target fund Index fund What does Beta and standard deviation measure and which is better (higher or lower)? Explain why ( 20 points) Listed below are three Mutual Funds. Data is provided for the first Fund as a sample so you can get a feel for type of data. Please note data (provided as a sample) is based on reported results as of August 3, 2018. Using Morningstar.com or Yahoo finance analyze funds listed below and provide a summary assessment for each fund   FCAKX FFFVX ADDVX Fidelity Capital appreciation Growth rate : 10 year (avg.) 10.49 % Load % No load fund Expense ratio 0.4%     Overall portfolio holdings Cash 3.05% Stocks 96.95% Bonds 0.0% Other 0.0%   Beta ( 10 year) 1.07 Std. deviation ( 10 year) 1.85% In reference to above, which fund would you recommend for someone who is in her (20 points) 30’s 50’s 60’s In reference to # 3. If you invested $10,000 ten years ago in each of the three funds (a total of $30,000), how much will you have in today ( Use ten-year return). Applying learning from week -2 (Time value analysis) in calculating Future values. ( 20 points) FCAKX FFFVX ADDVX Total Original investment   $ 10,000 $ 10,000 $ 10,000 $30,000 Annual return % ( avg. 10 year, from Problem 3 )   ?? % ?? % ?? % ?? % Portfolio value in 10 years   ?? $$ ?? $$ ?? $$ ?? $$ NOTE: For portfolio rate, will have to calculate using RATE function/formula in Excel.