Investment Analysis of Mutual Funds
Using following information to write an finance investment analysis of three mutual funds.
300 words. And indicate which one is good for investment and why.
|
Mutual Fund Name |
FUSEX |
FFIDX |
PGVFX |
|
Expense Ratio |
0.10% |
0.52% |
0.99% |
|
3 yr. Morning Star Risk Rating |
Average |
Below Average |
Average |
|
5 yr. Morning Star Risk Rating |
Below Average |
Below Average |
Average |
|
10 yr. Morning Star Risk Rating |
Average |
Below Average |
Above Average |
|
3 yr. |
5 Star |
3 Stars |
4 Stars |
|
5 yr. |
4 Star |
3 Stars |
5 Stars |
|
10 yr. |
4 Star |
2 Stars |
3 Stars |
|
Beta |
1 |
0.98 |
0.76 |
|
R-Square |
100 |
91.44 |
75.75 |
|
Alpha |
-0.09 |
-2.22 |
5.05 |
|
Sharpe Ratio |
1 |
0.76 |
0.55 |
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