This assignment will consist of 2 parts. In a paper of 800 to 1,000 words, complete the following:
During the period between December 1, 2017 and June 1, 2018 the S&P 500 rose 3.1%. What is the Beta for the S&P 500 during this period?
Use the mutual fund screener in the following link below to choose any two mutual funds and give the names of the funds and their current beta.
Would you expect each fund you chose to be more or less volatile than the S&P 500? In percentage terms, how much more or less volatile? If you had a portfolio with 50% of each fund, what would your portfolio beta be?