Go to https://www.morningstar.com
o
What information does the Morningstar Style Box® provide?
o
Morningstar assigns a Rating to each Mutual Fund. What are the
criteria they use to assign this rating?
o
Use the information provided above (style box and ratings) to choose 5
different mutual funds/ETFs (5 funds/ETFs per each portfolio) to
prepare 3 portfolios for 3 different types of investors:
1. Aggressive
2. Moderate
3. Conservative
o
In half a page for each portfolio, explain:
1. The rationale behind choosing the given funds/ETFs per each
portfolio
2. The criteria chosen to build each portfolio
3. Follow up the prices for all 3 portfolios for a week. Calculate
the return for each portfolio at the end of the week.
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BCO224 · Financial Markets - Make effective investments in mutual funds, index funds and ETFs Written assignment (case, essay) Activity brief