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53 Pages • Essays / Projects • Year Uploaded: 2022
For this project, we are interested in whether mutual funds that had sales charges differed from those that did not implement such charges. To do so, we examined 7 key indicators of mutual fund performance listed below: 1) Total Assets held (in millions of dollars) 2) Expense Ratio (in percentage of net assets) 3) Twelve-month return in 2001 4) Annualized Return in the 3-year period from 1999-2001 5) Annualized Return in the 5-year period from 1997-2001 6) Best Quarterly Performance from 1997-2001 7) Worst Quarterly Performance from 1997-2001
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