The three funds are
(1.) PRIMECAP Odyssey Growth Fund,
(2.) Mairs & Power Growth Fund Investor Class
(3.) T. Rowe Price Blue Chip Growth Fund.
Acquire information about the funds, their policies, their costs, etc.
Track and graph the value(s) from the funds starting February 7th (track the values on every Friday) through May 8th.
Determine your before-tax rate of return on each of the funds (including your costs of investment).
Assess the relative performance of each of the funds
For the project one must invest $8,800 into the funds. The run down of the the money distribution divided into the number of shares is shown below. I’ve included the values for the first 4 weeks.
Please in the report include the following: Abstract, Purpose of Project, Project Procedure, Discussion of Results, Graphs of the changes of price of funds with respect to the date, Initial and closing prices of the funds, Rate of return analysis, pre tax returns for each fund, conclusion of results.
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