Week 5 – Stock Investment Analysis

 In this assignment, you will apply your finance/budgeting and forecasting skills to analyze stock investments. Before you begin working on the assignment, be sure to review the investment information for the  FLCSX – Fidelity ® Large Cap Stock Fund | Fidelity Investments 

Instructions

Write a 4–5 page investment analysis in which you:

1. Assess the year-to-date performance of the FLCSX fund, including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500. Provide support for your assessment.
2. Evaluate the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund, as well as a recommendation for improving the performance of the fund. Provide support for your response.
3. Compare your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Provide support for your position.
4. Assess the top 10 holdings in the fund, indicating the level of diversification in the fund. Identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provide support for your rationale.
5. Use at least three quality academic resources in this assignment. Note: Wikipedia and other websites do not qualify as academic resources.

This course requires the use of Strayer Writing Standards (SWS). The library is your home for SWS assistance, including citations and formatting. Please refer to the Library site for all support. Check with your professor for any additional instructions.

The specific course learning outcomes associated with this assignment are:

• Recommend changes to improve the performance of a fund, based on volatility risks, holdings, and level of diversification.

View RubricWeek 5 Assignment – Stock Investment AnalysisWeek 5 Assignment – Stock Investment AnalysisCriteriaRatingsPtsAssess the year-to-date performance of the FLCSX fund, including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500. Provide support for your assessment.41.25 to >37.12 ptsExemplaryAssessed the year-to-date performance of the FLCSX fund including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500. Provided support for your assessment.37.12 to >33 ptsCompetentAssessed the year-to-date performance of the FLCSX fund including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500. Did not provide support for your assessment.33 to >28.87 ptsSatisfactoryAssessed the year-to-date performance of the FLCSX fund but failed to include both the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500. Provided support for your assessment.28.87 to >24.75 ptsNeeds ImprovementAssessed the year-to-date performance of the FLCSX fund but failed to include both the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500. Did not provide support for your assessment.24.75 to >0 ptsUnacceptableDid not submit or did not assess the year-to-date performance of the FLCSX fund including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500./ 41.25 ptsEvaluate the volatility risks in the fund, providing an assessment of the fund manager?s performance based on the risk measurements for the fund, as well as a recommendation for improving the performance of the fund. Provide support for your response.41.25 to >37.12 ptsExemplaryEvaluated the volatility risks in the fund, provided an assessment of the fund manager?s performance based on the risk measurements for the fund, as well as a recommendation for improving the performance of the fund. Provided support for your response.37.12 to >33 ptsCompetentEvaluated the volatility risks in the fund, provided an assessment of the fund manager?s performance based on the risk measurements for the fund, as well as a recommendation for improving the performance of the fund. Did not provide support for your response.33 to >28.87 ptsSatisfactoryEvaluated the volatility risks in the fund but failed to provide both an assessment of the fund manager?s performance based on the risk measurements for the fund and a recommendation for improving the performance of the fund. Provided support for your response.28.87 to >24.75 ptsNeeds ImprovementIdentified, but did not evaluate, the volatility risks in the fund. Failed to provide both an assessment of the fund manager?s performance based on the risk measurements for the fund and a recommendation for improving the performance of the fund. Did not provide support for your response.24.75 to >0 ptsUnacceptableDid not submit or did not evaluate the volatility risks in the fund, providing an assessment of the fund manager?s performance based on the risk measurements for the fund, as well as a recommendation for improving the performance of the fund./ 41.25 ptsCompare your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Provide support for your position.33 to >29.7 ptsExemplaryCompared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Provided support for your position.29.7 to >26.4 ptsCompetentCompared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating. Did not provide support for your position.26.4 to >23.1 ptsSatisfactoryCompared your assessment of the fund performance to the Morningstar rating for the fund, but did not indicate your agreement or disagreement with the rating. Provided support for your comparison.23.1 to >19.8 ptsNeeds ImprovementProvided a basic side-to-side comparison of your assessment of the fund performance to the Morningstar rating but did not indicate your agreement or disagreement with the rating. Did not provide any explanation or support for your position.19.8 to >0 ptsUnacceptableDid not submit or did not compare your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating./ 33 ptsAssess the top 10 holdings in the fund, indicating the level of diversification in the fund. Identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provide support for your rationale.33 to >29.7 ptsExemplaryAssessed the top 10 holdings in the fund, indicating the level of diversification in the fund. Identified a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provided support for your rationale.29.7 to >26.4 ptsCompetentAssessed the top 10 holdings in the fund, indicating the level of diversification in the fund. Identified a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Did not provide support for your rationale.26.4 to >23.1 ptsSatisfactoryAssessed the top 10 holdings in the fund but did not indicate the level of diversification in the fund. Either identified a company that may impose increased risk OR any changes that you would recommend in the fund composition to improve the fund performance, but not both. Provided some support for your rationale.23.1 to >19.8 ptsNeeds ImprovementIdentified the top 10 holdings in the fund but did not indicate the level of diversification in the fund. Did not identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provided limited or no support.19.8 to >0 ptsUnacceptableDid not submit or did not assess the top 10 holdings in the fund, indicating the level of diversification in the fund. Did not identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance./ 33 ptsUse at least three quality academic resources in this assignment.8.25 to >7.42 ptsExemplaryUsed at least three quality academic resources in this assignment. All references are high-quality choices.7.42 to >6.6 ptsCompetentMeets the required number of references; some references are poor-quality choices.6.6 to >5.77 ptsSatisfactoryDoes not meet the required number of references; some references are poor-quality choices.5.77 to >4.95 ptsNeeds ImprovementDoes not meet the required number of references; all references are poor-quality choices.4.95 to >0 ptsUnacceptableNo references provided./ 8.25 ptsClarity, writing mechanics, and SWS formatting requirements.8.25 to >7.42 ptsExemplary0–2 errors present.7.42 to >6.6 ptsCompetent3–4 errors present.6.6 to >5.77 ptsSatisfactory5–6 errors present.5.77 to >4.95 ptsNeeds Improvement7–8 errors present.4.95 to >0 ptsUnacceptableMore than 8 errors present./ 8.25 pts