Scribd Logo
Upload

Welcome to Scribd!

  • Morningstar

    Uploaded by

    Jane Reséndez
    11 views1 page
    The document presents data on 25 mutual funds including fund name, type, 5 year average return, expense ratio, net asset value, and Morningstar rank. The funds represent different types including international equity, fixed income, domestic equity funds. Performance and costs vary across funds with 5 year returns ranging from 2.37% to 51.1% and expense ratios from 0.16% to 1.36%.

    Original Description:

    file

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The document presents data on 25 mutual funds including fund name, type, 5 year average return, expense ratio, net asset value, and Morningstar rank. The funds represent different types including international equity, fixed income, domestic equity funds. Performance and costs vary across funds with 5 year returns ranging from 2.37% to 51.1% and expense ratios from 0.16% to 1.36%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    11 views1 page

    Morningstar

    Uploaded by

    Jane Reséndez
    The document presents data on 25 mutual funds including fund name, type, 5 year average return, expense ratio, net asset value, and Morningstar rank. The funds represent different types including international equity, fixed income, domestic equity funds. Performance and costs vary across funds with 5 year returns ranging from 2.37% to 51.1% and expense ratios from 0.16% to 1.36%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 1

    Table 1.

    1 Data Set for 25 Mutual Funds

    Fund Name
    American Century Intl. Disc
    American Century Tax-Free Bond
    American Century Ultra
    Artisan Small Cap
    Brown Cap Small
    DFA U.S. Micro Cap
    Fidelity Contrafund
    Fidelity Overseas
    Fidelity Sel Electronics
    Fidelity Sh-Term Bond
    Gabelli Asset AAA
    Kalmar Gr Val Sm Cp
    Marsico 21st Century
    Mathews Pacific Tiger
    Oakmark I
    PIMCO Emerg Mkts Bd D
    RS Value A
    T. Rowe Price Latin Am.
    T. Rowe Price Mid Val
    Thornburg Value A
    USAA Income
    Vanguard Equity-Inc
    Vanguard Sht-Tm TE
    Vanguard Sm Cp Idx
    Wasatch Sm Cp Growth

    Fund
    Type
    IE
    FI
    DE
    DE
    DE
    DE
    DE
    IE
    DE
    FI
    DE
    DE
    DE
    IE
    DE
    FI
    DE
    IE
    DE
    DE
    FI
    DE
    FI
    DE
    DE

    Source: Morningstar Funds 500 (2008)

    5 Year
    Expense
    Net Asset Average
    Ratio Morningstar
    Value ($) Return (%)
    (%)
    Rank
    14.37
    30.53
    1.41
    3-Star
    10.73
    3.34
    0.49
    4-Star
    24.94
    10.88
    0.99
    3-Star
    16.92
    15.67
    1.18
    3-Star
    35.73
    15.85
    1.20
    4-Star
    13.47
    17.23
    0.53
    3-Star
    73.11
    17.99
    0.89
    5-Star
    48.39
    23.46
    0.90
    4-Star
    45.60
    13.50
    0.89
    3-Star
    8.60
    2.76
    0.45
    3-Star
    49.81
    16.70
    1.36
    4-Star
    15.30
    15.31
    1.32
    3-Star
    17.44
    15.16
    1.31
    5-Star
    27.86
    32.70
    1.16
    3-Star
    40.37
    9.51
    1.05
    2-Star
    10.68
    13.57
    1.25
    3-Star
    26.27
    23.68
    1.36
    4-Star
    53.89
    51.10
    1.24
    4-Star
    22.46
    16.91
    0.80
    4-Star
    37.53
    15.46
    1.27
    4-Star
    12.10
    4.31
    0.62
    3-Star
    24.42
    13.41
    0.29
    4-Star
    15.68
    2.37
    0.16
    3-Star
    32.58
    17.01
    0.23
    3-Star
    35.41
    13.98
    1.19
    4-Star

    You might also like