Stock Investment Analysis

Points: 210

Assignment 1: Stock Investment Analysis

Criteria

Unacceptable

Below 60% F

Meets Minimum Expectations

60-69% D

Fair

70-79% C

Proficient

80-89% B

Exemplary

90-100% A

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&P500.

Weight: 15%

Did not submit or incompletely assessed 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&P500.

Insufficiently assessed 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&P500.

  Partially assessed 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&P500.

Satisfactorily assessed 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&P500.

Thoroughly assessed 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&P500.

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. Make a recommendation to the fund manager for improving the performance. Provide a rationale for your recommendation. Weight: 25%

Did not submit or incompletely evaluated the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund; did not submit or incompletely made a recommendation to the fund manager for improving the performance; did not submit or incompletely provided a rationale for your recommendation.

Insufficiently evaluated the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund; insufficiently made a recommendation to the fund manager for improving the performance; insufficiently provided a rationale for your recommendation.

Partially evaluated the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund; partially made a recommendation to the fund manager for improving the performance; partially provided a rationale for your recommendation.

Satisfactorily evaluated the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund; satisfactorily made a recommendation to the fund manager for improving the performance; Satisfactorily provided a rationale for your recommendation.

Thoroughly evaluated the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund; thoroughly made a recommendation to the fund manager for improving the performance; thoroughly provided a rationale for your recommendation.

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.

Weight: 25%

Did not submit or incompletely compared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating; did not submit or incompletely provided support for your position.

Insufficiently compared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating; insufficiently provided support for your position.

Partially compared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating; partially provided support for your position.

Satisfactorily compared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating; satisfactorily provided support for your position.

Thoroughly compared your assessment of the fund performance to the Morningstar rating for the fund, indicating your agreement or disagreement with the rating; thoroughly provided support for your position.

4. Assess the top ten (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.

Weight: 20%

Did not submit or incompletely assessed the top ten (10) holdings in the fund, indicating the level of diversification in the fund; did not submit or incompletely 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 submit or incompletely provided support for your rationale.

Insufficiently assessed the top ten (10) holdings in the fund, indicating the level of diversification in the fund; insufficiently identified a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance; insufficiently provided support for your rationale.

 Partially assessed the top ten (10) holdings in the fund, indicating the level of diversification in the fund; partially identified a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance; partially provided support for your rationale.

Satisfactorily assessed the top ten (10) holdings in the fund, indicating the level of diversification in the fund; satisfactorily identified a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance; satisfactorily provided support for your rationale.

Thoroughly assessed the top ten (10) holdings in the fund, indicating the level of diversification in the fund; thoroughly identified a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance; thoroughly provided support for your rationale.

6. Three (3) references

Weight: 5%

No references provided

Does not meet the required number of references; all references poor quality choices.

Does not meet the required number of references; some references poor quality choices.

Meets number of required references; all references high quality choices.

Exceeds number of required references; all references high quality choices.

7. Clarity, writing mechanics, and formatting requirements

Weight: 10%

More than 8 errors present

7-8 errors present

5-6 errors present

3-4 errors present

0-2 errors present