Assignment 5 - Jason Wilcox Assignment 5 Investing P12.2...

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Jason Wilcox Assignment 5 Investing P12.2 HPRpretax= 3.17% 1.05(dividends and capital gains)-.31(change in value) 23.35(purchase price) P12.6 NAME 1 Month YTD 1YR 5yr Growth Fund ACPRX 3.83% 2.24% 25.18% n/a Equity In Fund FEQIX n/a 1.37% 15.65% 0.37% International Fund WFVDX 7.26% -1.21% 3.37% -2.02% Index Fund AAFPX 4.92% 1.47% 13.70% -1.78% High Yield WHIYX 2.61% 2.58% 16.71% 4.54% The funds I selected were based off just searching through Scott Trade’s website and looking at previous year’s performance as well as YTD performance since the world financial crisis is starting to disappear. One of my picks has an overall 5 year negative result however with its recent merger in the past 18 months I feel that Wells Fargo International fund will continue to grow especially with a well known financial institution backing it. Case 12.2 A. The types of mutual funds that Tom should look at to supplement his new living large lifestyle should be: Growth Funds, Aggressive Growth Funds and Reinvestment funds. In order to have a substantial amount of money in reserves for “just
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Assignment 5 - Jason Wilcox Assignment 5 Investing P12.2...

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