assignment #1 - mutual fund data

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Due Date: 26.07.2015 The data file Mutual Funds.xls contains information regarding nine variables from Category: Type of stocks comprising the mutual fund (small cap, mid cap, large cap Objective: Objective of stocks comprising the mutual fund (growth or value) Assets: In millions of dollars Fees Sales charges (no or yes) Expense Ratio: ratio of expenses to net assets in percentage Risk: Risk-of-loss factor of the mutual fund (low, average, high) 2005 return: Twelve-month return in 2005 Three-year return: Annualized return, 2003 - 2005 Five-year return: Annualized return, 2001 - 2005 For 2005 return, three-year return, and five-year return, a. Compute the mean, median, first quartile, and third quartile. b. Compute the range, interquartile range, variance, standard deviation, and coeff c. Construct a frequency distribution and draw histogram. d. Construct cumulative relative distribution and draw an ogive. You wish to compare small cap, mid cap, and large cap mutual funds. For each of th year return, a. Compute the mean, median, first quartile, and third quartile. b. Compute the range, interquartile range, variance, standard deviation, and coeff c. Construct side-by-side box-and-whisker plots. Are the data skewed? If so, how?

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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.;;