B. Which two funds are most likely to be actively managed and which two are most likely passive funds? Explain. C. C
Posted: Mon May 02, 2022 9:19 am
B. Which two
funds are most likely to be actively managed and which two are most
likely passive funds? Explain.
C.
Calculate the tax cost ratio for each fund.
D. Which funds
were the most and least tax efficient in the operations? Why?
(Worth 3 points)
Fund W
Fund X
Fund Y
Fund Z
Assets under Management, Avg. for past 12 months (mil)
$302.50
$652.75
$1,354.90
$4,327.30
Security Sales, Past 12 months(mil)
$45.20
$555.30
$1,173.80
$475.10
Expense Ratio
0.35%
0.75%
1.10%
0.25%
Pre-tax Return, 3-year avg.
9.74%
10.25%
10.89%
9.99%
Tax-adjusted Return, 3-year avg.
9.24%
8.00%
9.21%
9.88%
funds are most likely to be actively managed and which two are most
likely passive funds? Explain.
C.
Calculate the tax cost ratio for each fund.
D. Which funds
were the most and least tax efficient in the operations? Why?
(Worth 3 points)
Fund W
Fund X
Fund Y
Fund Z
Assets under Management, Avg. for past 12 months (mil)
$302.50
$652.75
$1,354.90
$4,327.30
Security Sales, Past 12 months(mil)
$45.20
$555.30
$1,173.80
$475.10
Expense Ratio
0.35%
0.75%
1.10%
0.25%
Pre-tax Return, 3-year avg.
9.74%
10.25%
10.89%
9.99%
Tax-adjusted Return, 3-year avg.
9.24%
8.00%
9.21%
9.88%