FIN-5013

Matallín-Sáez, J. C., Soler-Domínguez, A., Tortosa-Ausina, E., & de Mingo-López, D. V. (2019). Ethical strategy focus and mutual fund management: Performance and persistence. Journal of Cleaner Production, 213, 618–633.
This article provides students with an insight into the importance of ethical practice when developing a mutual fund. Students will also develop an understanding of strategy choices in construction.

The Vangaurd Group Inc. (2020). Vangard 500 index fund prospectus. Vangard. [PDF].
This article provides students an in-depth look, explanation, and analysis of the construction of one of the world’s most popular mutual funds. Students are able to delve into the rationale of this particular fund’s construction. Ultimately, students are able to apply knowledge from the article to assignments.

Morningstar. (n.d.). Morning Star Category Funds Glossary. Morning Star.
Please review large-, mid-, and small-cap stocks.
This link provides students with an opportunity to explore Morningstar’s offerings. They are able to browse and compare the myriad mutual funds available to the consumer.

What is a large-cap stock? It represents a $10 billion-plus company – and often low-risk, stable returns for investors. (2020, December 7). The Business Insider (Blogs on Demand).

What is a mid-cap stock? It means a company worth $2 to $10 billion – and often an ideal balance between growth and income for investors. (2020, December 11). The Business Insider (Blogs on Demand).

Rompotis, G. (2019). Large-cap vs small cap portfolio performance: New empirical evidence from ETFs. Review of Accounting & Finance, 18(1), 71.

Pittman, S. (2017). A model for building a lower-cost portfolio using active, passive, and smart beta products. Journal of Financial Planning, 30(6), 40-48.
This article provides insight into the active versus passive investment strategies. Investors have different risk-tolerances. This article begins with Malkiel’s Random walk and concludes with necessary tools for portfolio construction.

Nediger, M. (2019, August 20). What is an infographic? Examples, templates & design tips.
This webpage provides information on infographics and explains how to create one. This information will support you during this week’s assignment.