Financial Risk Analysis Using Fidelity Large Cap

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Financial Risk Analysis Using Fidelity Large Cap

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:

  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.
  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.
  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 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.
  5. Use at least three (3) quality academic resources in this
    assignment. Note: Wikipedia and other Websites do not qualify as
    academic 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. Please
    take a moment to review the SWS documentation for details.
  • Be typed, double-spaced, using Times New Roman font (size 12), with
    one-inch margins on all sides; citations and references must follow SWS
    or school-specific format. Check with your professor for any additional
    instructions.
  • Include a cover page containing the title of the assignment, the
    student’s name, the professor’s name, the course title, and the date.
    The cover page and the reference page are not included in the required
    assignment 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.