Investment Data Collection and Analysis WorksheetName of Investment: __________________________________________________________Ticker Symbol: _______________________Investment Style (In what kinds of things does it invest?): Stock Fund:Large Value Large Blend Large GrowthMid Cap Value Mid Cap Blend Mid Cap GrowthSmall Cap Value Small Cap Blend Small Cap GrowthBond Fund:Short Term High Quality Intermediate Term HQ Long Term HQShort Term Medium Quality Intermediate Term MQ Long Term MQShort Term Low Quality Intermediate Term LQLong Term LQOther (explain): __________________________________________________________Briefly describe the fund; in what does it invest; how does it invest; what is the investment style?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________What is the appropriate market index for comparison? _________________________________What is the beta of this fund? _________________________Risk Continuum (How risky is the fund compared to the appropriate index?): Very Low Low Medium High Very HighRisk Continuum (How risky is the fund compared to other types of investments?): Very Low Low Medium High Very HighExplain your answer to the two risk questions. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________For what goal timeframe would you use this investment?Short-term Intermediate-term Long-termSection 1 – Data Collection (one sheet per fund)Calculate the low/high ratio for each fund:Bond Fund #1 Ticker Symbol __________ Ratio: __________Bond Fund #2 Ticker Symbol __________ Ratio: __________Stock Fund #1 Ticker Symbol __________ Ratio: __________Stock Fund #2 Ticker Symbol __________ Ratio: __________Calculate the total return for each fund:Bond Fund #1 Ticker Symbol __________ Return: __________Bond Fund #2 Ticker Symbol __________ Return: __________Stock Fund #1 Ticker Symbol __________ Return: __________Stock Fund #2 Ticker Symbol __________ Return: __________Calculate the annualized total return or holding period return for each fund:Bond Fund #1 Ticker Symbol __________ Return: __________Bond Fund #2 Ticker Symbol __________ Return: __________Stock Fund #1 Ticker Symbol __________ Return: __________Stock Fund #2 Ticker Symbol __________ Return: __________Complete the following table:Low/High Ratio Total Return Annualized ReturnGoal Timeframe ChosenBond Fund #1Bond Fund #2Stock Fund #1Stock Fund #2Section 2 - Calculations (show all work)1. Compare the bond funds to each other addressing their beta, low/high ratio, overall risk profile compared to their return. Would you recommend this fund? Why?2. Compare the stock funds to each other addressing their beta, low/high ratio, overall risk profile compared to their return. Would you recommend this fund? Why?3. Compare the bond funds to the stock funds in general addressing their beta, low/high ratio, overall risk compared to their return and the goal timeframe you chose? Can you draw any conclusions from your analysis? If so, explain.Section 3 – Analysis of Mutual