Essay case analysis

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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)

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