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Large Cap Fund - PowerPoint PPT Presentation

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Large Cap Fund
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  1. Large Cap Fund By Hailey Vaught, April Hamilton, Carlos Melendez Large-capitalization funds generally invest in companies with market values of greater than $8 billion.

  2. Vanguard 500 Index Fund • Net Asset Value $ 46.6 Billion • Price per share $ 102.41 • Closed end Fund • Investment policy • $10,000.00 Initial investment • If done through IRA one can add $100.00

  3. Risks • Risks - Not only did VFINX outperform the S&P 500 during the last 1 Year, but its Sharpe Ratio also indicates that the level of risk employed was adequately rewarded. • Sharpe Ratio – is a risk-adjusted measure calculated by using standard deviation and excess return to determine reward per unit of risk

  4. ROI • From January 2009 to February of 2010. • Investment of $10,000.00 • With reinvestment your investment in VFINX would have grown to $12,192.74. Without reinvestment your investment would have grown to $11,911.18 and income received from dividends and capital gains would be $603.78.

  5. Assets