Alger Capital Appreciation Instl I (ACARX)
Who sponsors the fund? (Top holdings) Exhibit 1
1) Apple Inc
2) Google, Inc. Class A
3) Amazon.com Inc
4) CVS Caremark Corp
5) Facebook Inc Class A
What types of investments does the fund specialize in? (Top sectors) Exhibit 2
1) Consumer Cyclical
2) Technology
3) Healthcare
4) Industries
5) Financial Services
What is the risk evaluation of the fund? Exhibit 3
The risk evaluation of this fund in recent 3 years and 5 years were at average level.
What has been the fund’s overall performance for the past three years? Exhibit 4 & 5
This fund’s overall performance for the past three years isn’t that good compare to the other two funds I selected. As Exhibit 4&5 shown below, the rank of this fund’s growth in its category is low, and total returns are also not very high.
Artisan Mid Cap Investor (ARTMX)
Who sponsors the fund? Exhibit 6
1) Regeneron Pharmaceuticals, Inc.
2) IHS, Inc.
3) BorgWarner Inc
4) Discover Financial Services
5) Cerner Corporation
What types of investments does the fund specialize in? Exhibit 7
1) Technology
2) Consumer Cyclical
3) Healthcare
4) Industrials
5) Energy
What is the risk evaluation of the fund? Exhibit 8
The risk evaluation of this fund in recent 3 years was at average level, and for 5 years and 10 years were above average.
What has been the fund’s overall performance for the past three years? Exhibit 9 & 10
During the previous three years, as we can see from the exhibit 9&10 below, the fund performed well, its turnover ratio decreased, and grew a lot, the total returns were not low, and ranked top 3 in its category.
Morgan Stanley Inst Growth I (MSEQX)
Who sponsors the fund? Exhibit 11
1) Amazon.com Inc
2) Facebook Inc Class A
3)
Bernie Terron Case Analysis # 1 Over the past years Venezuela has been one of the countries that has been showing the potential to become a powerful country, if they had the right leaders. Unfortunately, this isn’t the case. Under Chavez, Venezuela was in order, being this said with Chavez Venezuela wasn’t as prosperous as they should be with the resources they have. Now, that Chavez currently passed away almost a year ago I will be looking at Venezuela’s new aspect with the tools we learned…
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Walmart's strategic position is cost leadership. It targets price-sensitive consumers and cut cost to the bone by performing superior efficient activities. Therefore, it was capable of lowering price as much as possible; it performed much better than its competitors in terms of price. Regarding growth strategy, Walmart employed product development by gradually introducing private label lines and diversification by opening close-out stores, Sam's Clubs and Supercenters. Its main target growth was…