assignment #1 - mutual fund data
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Business StatsTRANSCRIPT
Due Date: 26.07.2015The data file Mutual Funds.xls contains information regarding nine variables from a sample of 838 mutual funds:Category: Type of stocks comprising the mutual fund small cap! mid cap! large cap"#b$ective: #b$ective of stocks comprising the mutual fund gro%th or value"&ssets: 'n millions of dollars Fees (ales charges no or yes")xpense *atio: ratio of expenses to net assets in percentage *isk: *isk+of+loss factor of the mutual fund lo%! average! high",--. return: T%elve+month return in ,--.Three+year return: &nnuali/ed return! ,--3 + ,--.Five+year return: &nnuali/ed return! ,--0 + ,--.For ,--. return! three+year return! and five+year return!a. Compute the mean! median! first 1uartile! and third 1uartile.b. Compute the range! inter1uartile range! variance! standard deviation! and coefficient of variation. Compute ske%ness and kurtosis..c. Construct a fre1uency distribution and dra% histogram.d. Construct cumulative relative distribution and dra% an ogive.2ou %ish to compare small cap! mid cap! and large cap mutual funds. For each of these three groups! for the variables expense ratio in percentage! ,--. return! three+year return! and five+year return!a. Compute the mean! median! first 1uartile! and third 1uartile.b. Compute the range! inter1uartile range! variance! standard deviation! and coefficient of variation. c. Construct side+by+side box+and+%hisker plots. &re the data ske%ed3 'f so! ho%3d. 4hat conclusions can you reach about differences bet%een small cap! mid cap! and large cap mutual funds3The data file Mutual Funds.xls contains information regarding nine variables from a sample of 838 mutual funds:b. Compute the range! inter1uartile range! variance! standard deviation! and coefficient of variation. Compute ske%ness and kurtosis..2ou %ish to compare small cap! mid cap! and large cap mutual funds. For each of these three groups! for the variables expense ratio in percentage! ,--. return! three+year return! and five+year return!b. Compute the range! inter1uartile range! variance! standard deviation! and coefficient of variation. d. 4hat conclusions can you reach about differences bet%een small cap! mid cap! and large cap mutual funds32ou %ish to compare small cap! mid cap! and large cap mutual funds. For each of these three groups! for the variables expense ratio in percentage! ,--. return! three+year return! and five+year return!Category Objective Assets Fees Expese !atio !is" !etur 2005 #$%ear !etur5arge Cap 6ro%th .7.-- 8o 0.39 &verage ,.9 0-.,5arge Cap 6ro%th 893.-- 8o 0.-: &verage 0.- :.-5arge Cap 6ro%th 0989.8- 8o -.9; &verage ..9 :.-5arge Cap 6ro%th 033.,- 8o -.:0 &verage 7.; 03.05arge Cap 6ro%th :.,.;- 2es 0.;;