Mutual Fund:NAV: 45.49Total Assets: 155.10BFund Family: American FundsTop 10 Holdings: Amazon 6.05% ; Broadcom2.63%; United Health Group 2.43%;Microsoft 2.35%; The Home Depot 2.11%;Netflix 2.07%; Alphabet Inc 1.81%; EOGResources 1.78%; American InternationalGroup Inc 1.73%; Facebook A 1.52%Asset Allocation:Cash 5%; Stocks 65% ; Bonds 30%Front Load: 5.75%Deferred Load:Expense Ratio: 1.8%O Good for an Aggressive investorO Good for a Moderate investorGood for a conservative investorwww..Description: The investment seeks bothgrowth of capital and preservation ofincome. The fund invests primarily incommon stocks and bonds.Purchase Information:Initial $250Since the asset allocation is 65% stocks and it has a growth/income objective, whatwould you infer from this mutual fund?

An aggressive investor is one who has a voracious risk appetite and is willing to take risks. This…

Since the asset allocation is 65% stocks and it has a growth/income objective, what would you infer from this mutual fund? O Good for an Aggressive investor Good for a Moderate investor O Good for a conservative investor

Since the asset allocation is 65% stocks and it has a growth/income objective, what would you infer from this mutual fund? O Good for an Aggressive investor Good for a Moderate investor O Good for a conservative investor

Essentials Of Investments

11th Edition

ISBN:9781260013924

Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Chapter1: Investments: Background And Issues

Section: Chapter Questions

Problem 1PS

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Question

Mutual Fund:
NAV: 45.49
Total Assets: 155.10B
Fund Family: American Funds
Top 10 Holdings: Amazon 6.05% ; Broadcom
2.63%; United Health Group 2.43%;
Microsoft 2.35%; The Home Depot 2.11%;
Netflix 2.07%; Alphabet Inc 1.81%; EOG
Resources 1.78%; American International
Group Inc 1.73%; Facebook A 1.52%
Asset Allocation:
Cash 5%; Stocks 65% ; Bonds 30%
Front Load: 5.75%
Deferred Load:
Expense Ratio: 1.8%
O Good for an Aggressive investor
O Good for a Moderate investor
Good for a conservative investor
www..
Description: The investment seeks both
growth of capital and preservation of
income. The fund invests primarily in
common stocks and bonds.
Purchase Information:
Initial $250
Since the asset allocation is 65% stocks and it has a growth/income objective, what
would you infer from this mutual fund?

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