I have told a group of investors that a mutual fund advisor

Assignment Help Finance I have told a group of investors that a mutual fund advisor

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I have told a group of investors that a mutual fund advisor

I have told a group of investors that a mutual fund advisor who worked at Goldman Sachs has ear… Show more I have told a group of investors that a mutual fund advisor who worked at Goldman Sachs has earned a 13% return on his fund in 2013. This is the only information I have given prospective investors. T The maximum sales charge imposed on investors in the A shares of the BlackRock Capital Appreciation Fund is 5.25% of the share price. True False Between 1969 and 2009 the two year rolling correlation between the S&P 500 and the MSCI Emerging Index has been negative for all periods. True False On pretax and basis The Russell 1000 Growth Index outperformed the BlackRock Capital Appreciation Fund between 9/2003 and 9/2012. True False Investors who have combined the MSCI EAFE Index with the S&P 500 index between the years 1970 to 2009 have exposed themselves to less risk and received greater returns than those investors who held only the S&P 500. True False hose who invest in this fund are demonstrating the bias called “representative heuristic” by the economists Kahneman and Tversky. True False The investment objective of the BlackRock Capital Appreciation Fund, Inc. (the “Fund”) is to seek high dividend income. True False Prices of risky corporate bonds generally fell relative to the ten year treasury note between October 2001 and June 2006. True False The Annual Fund Operating Expenses (expenses that an investor pays each year) as a percentage of the value of your investment in the BlackRock Capital Appreciation Fund vary between 10% and 12%. True False You are given the following information: asset 1 returns are a random between -3% and +5%. In Excel this is (=RANDBETWEEN(-3,5)/100) asset 2 returns are 5% if asset 1 returns are negative and 1% if asset 1 returns are zero or higher. Constructing a portfolio invested 50% in asset 1 and 50% in asset 2 would create a portfolio that has lower risk than either asset 1 or 2 and a return that is between the returns of asset 1 and asset 2. (You use a sample of at least 50 returns before you make conclusions.) True False If you had invested in a diversified portfolio of long term junk bonds in at the end of 2008 and held this portfolio until the end of 2013 you would have been financially ruined. (if ruin can be defined as a return of negative 4% per year). True False The yield spread between Baa rated bonds and Aaa bonds increased from 89 basis points to 309 basis points between June 2006 and November 2008. True False • Show less

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