Review the investment information for the Fidelity Large Cap Stock Fund (FLCSX) at http://fundresearch.fidelity.com/mutual-funds/summary/315912402.
Write a four to five (4-5) page paper in which you:
Assess the year-to-date performance of the FLCSX fund, including thekey drivers of the fund performance, and how the performance of thefund compares to the S&P 500.
Evaluate the volatility risks in the fund, providing an assessmentof the fund manager’s performance based on the risk measurements for thefund. Make a recommendation to the fund manager for improving theperformance. Provide a rationale for your recommendation.
Compare your assessment of the fund performance to the Morningstarrating for the fund, indicating your agreement or disagreement with therating. Provide support for your position.
Assess the top ten (10) holdings in the fund, indicating the levelof diversification in the fund. Identify a company that may imposeincreased risk and any changes that you would recommend in the fundcomposition to improve the fund performance. Provide support for yourrationale.
Use at least three (3) quality academic resources in thisassignment. Note: Wikipedia and other Websites do not qualify asacademic resources.
Your assignment must follow these formatting requirements:
This course requires use of new Strayer Writing Standards (SWS).The format is different than other Strayer University courses. Pleasetake a moment to review the SWS documentation for details.
Be typed, double-spaced, using Times New Roman font (size 12), withone-inch margins on all sides; citations and references must follow SWSor school-specific format. Check with your professor for any additionalinstructions.
Include a cover page containing the title of the assignment, thestudent’s name, the professor’s name, the course title, and the date.The cover page and the reference page are not included in the requiredassignment page length.
The specific course learning outcomes associated with this assignment are:
Analyze stock prices and valuations.
Use technology and information resources to research issues in financial risk analysis.
Write clearly and concisely about financial risk analysis using proper writing mechanics.
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