 |  Investments, 4th Canadian Edition, 4/e Zvi Bodie,
Boston University School of Management
Alex Kane,
University of California, San Diego
Alan Marcus,
Boston College
Stylianos Perrakis,
Concordia University
Peter Ryan,
University of Ottawa
Mutual Funds and The Institutional Environment
Internet Exercises| Prepared by William Lim, University of New Brunswick. Note: To use Morningstar, you must first register as a member. Registration is free. Go to http://www.morningstar.ca/ . From the home page select A to Z Lookup of Funds under “Quicktake Reports”. From this location you can search for an individual fund of your choice by clicking on the first letter of its name. For example, click on “C” and then choose “CI Canadian Growth”. This contains the report information on the fund. On the top of the screen are tabs that allow you to view the various components of the report. Using the components, answer the following questions about the fund of your choice. | Report Component | Questions | | Overview | What is the Morningstar Rating? What has been the funds YTD return? | | Performance | What is the 3- and 5-year return and how does that compare with the relevant index? | | Investment Style | What two sectors weightings are the largest? What percent of the portfolio assets are in cash? | | Details | What is the fund’s total expense ratio? Who is the current manager of the fund and what was his/her start date? How long has the fund been in operation? |
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2003 McGraw-Hill Higher Education