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PART TWO nvestm What differentiates a mortgage from an ing, developing, and owni

ID: 2637863 • Letter: P

Question

PART TWO nvestm What differentiates a mortgage from an ing, developing, and owning properties vestments in real estate propenrmation distribution at was th tax status of the RET (POU,UDR R),an mecatannual distributions mad by Plum 5. funds from mutual funds? Why may they be considered alternatives to mutual funds? asset value? 6 does assure that an ETF will sell for its net be used to take How mutual funds, investment companies, and ETFs positions in foreign securities? 8. Why are hedge funds and private equity funds of little interest to most investors 9. Why may investing in an ETF such as the various ishares be preferable to acquiring shares in a mutual fund that makes foreign investments? 10. Several closed-end investment companies and iShares invest in the same country, such as the Japan Equity Fund UEQ) and the iShares Japan Index Series (EwJ). Compare the correlation coefficient monthly returns) for three years and compute index of U.S. stocks such between the two sets of returns. Repeat the process using an as the s&P; 500 stock index. How may this information be used to help you diversify your portfolio? What additional information may be desir- able? You may obtain historical prices and dividends from a source such as Yahoo! Finance (http:ll finance.yahoo.com)

Explanation / Answer

Definition:

Mutual fund: A mutual fund is an investment, which contains a pool of different shares of individual stocks and or bonds, which are specifically chosen by a Fund Manager or the funds