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xls contains information regarding nine variables from a sample of 838 mutual funds:
Category: Type of stocks comprising the mutual fund (small cap, mid cap, large cap)
Objective: Objective of stocks comprising the mutual fund (growth or value)
Assets: In millions of dollars Fees Sales charges (no or yes)
Expense Ratio: ratio of expenses to net assets in percentage
Risk: Risk-of-loss factor of the mutual fund (low, average, high)
2005 return: Twelve-month return in 2005
Three-year return: Annualized return, 2003 - 2005
Five-year return: Annualized return, 2001 - 2005
You wish to compare small cap, mid cap, and large cap mutual funds. For each of these three groups, for the variables exp
a. Compute the mean, median, first quartile, and third quartile.
b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation.
c. Construct side-by-side box-and-whisker plots. Are the data skewed? If so, how?
d. What conclusions can you reach about differences between small cap, mid cap, and large cap mutual funds?
ree groups, for the variables expense ratio in percentage, 2005 return, three-year return, and five-year return,
variation.
return,
Category
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Expense Ratio
1.37
1.09
0.74
0.91
1.44
1.27
0.96
1.40
2.09
0.98
1.49
0.90
1.90
0.74
1.00
1.00
0.99
1.39
1.35
1.61
1.60
1.55
1.20
1.44
1.69
1.02
0.15
1.05
1.04
1.55
1.42
1.18
1.33
1.55
0.93
1.12
0.86
1.40
1.30
1.30
2.14
1.09
1.13
1.10
1.36
0.88
1.16
1.10
0.76
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
1001.00
588.90
4536.10
218.70
346.40
93.00
107.30
383.70
377.30
344.90
107.60
9671.00
89.40
128.00
3857.70
609.80
3150.70
287.50
412.10
22577.10
58486.30
6082.80
130.10
26818.30
4655.80
664.30
8208.70
800.10
877.10
151.80
889.10
427.80
1001.80
97.90
1326.90
209.50
94.60
82.70
362.20
199.00
85.60
138.70
130.40
71536.40
810.50
7721.40
360.70
242.20
55.30
109.50
No
No
No
No
No
Yes
Yes
No
Yes
No
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
No
No
No
Yes
No
Yes
Yes
Yes
No
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
1.21
1.15
0.95
1.06
1.33
1.35
1.35
1.02
1.15
1.28
1.44
0.57
1.03
1.52
1.30
1.32
1.26
1.39
0.89
0.64
0.92
0.88
1.02
0.82
0.71
0.75
0.75
0.81
0.82
1.33
0.92
1.45
0.96
1.51
1.53
0.85
1.64
0.27
1.39
1.11
2.24
1.44
1.50
0.66
0.88
0.67
1.18
1.26
1.21
1.43
Average
Average
Low
Average
High
Low
Low
High
High
High
High
Average
Average
High
High
Average
Average
Average
High
Average
Low
Average
High
High
High
Average
High
Average
Average
High
High
Average
High
High
High
High
High
Average
Average
High
High
High
High
Average
Average
High
High
Average
High
High
6.6
6.6
4.1
4.6
4.1
3.0
3.7
3.5
6.6
12.2
5.6
7.5
11.5
20.9
5.2
7.0
8.4
11.0
7.3
4.0
16.2
10.3
18.2
13.5
10.6
7.5
8.9
9.0
7.4
6.0
7.1
3.7
1.0
11.1
10.3
6.6
11.6
4.6
2.4
5.5
2.4
1.6
1.9
14.2
3.9
14.0
5.2
6.8
8.7
4.0
12.8
13.2
9.8
14.2
13.8
7.8
8.7
11.3
12.5
16.7
10.8
13.8
13.8
15.5
12.5
11.2
14.4
13.3
21.0
11.3
19.6
16.2
18.9
21.6
15.1
12.7
16.9
15.1
14.9
11.2
13.2
11.4
11.7
23.3
14.9
15.3
24.5
11.5
11.2
14.9
12.6
10.0
18.7
19.3
9.9
17.6
14.5
13.0
14.6
16.1
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
5195.00
181.40
3124.60
153.80
67.70
1291.90
11389.10
1294.80
244.20
202.00
564.80
55.10
735.70
6022.40
4806.70
2334.20
9816.60
1336.20
2372.80
231.20
147.10
153.10
416.20
106.70
98.00
308.90
1030.00
105.70
236.30
427.60
3965.10
2245.20
146.40
4771.20
20458.30
894.20
135.00
747.90
1161.30
135.50
961.20
634.60
2359.90
417.70
507.10
245.70
1340.60
366.90
52.90
861.80
No
No
No
Yes
No
Yes
No
No
No
No
No
No
No
No
No
No
No
Yes
No
Yes
Yes
No
No
No
Yes
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
No
Yes
No
No
0.20
0.25
0.18
1.50
2.35
1.32
0.90
1.16
1.20
1.16
0.57
1.02
0.66
0.92
0.97
1.03
0.89
1.06
0.85
1.24
1.84
1.25
1.87
0.85
1.65
0.93
2.00
1.34
1.26
1.36
1.25
1.26
1.30
0.92
0.20
1.11
1.32
1.00
1.94
2.16
1.20
1.28
1.26
0.94
1.28
2.17
1.73
1.16
1.00
0.77
High
High
Average
Average
High
Low
High
Average
Average
High
Average
Average
High
Average
High
High
High
High
Low
High
High
Average
High
High
High
High
High
High
Average
Average
Average
Average
Average
High
High
Average
Average
Average
Average
Average
High
High
High
High
High
Average
Average
High
High
High
5.1
4.9
3.8
14.4
6.4
2.2
4.0
14.6
12.3
4.0
12.8
12.0
4.3
12.5
6.8
14.2
9.4
13.9
-1.4
4.7
-3.1
4.6
2.3
10.6
7.6
15.5
7.2
3.8
4.9
7.8
9.7
6.7
6.7
3.9
1.4
8.3
11.4
5.9
8.2
10.7
1.3
6.4
8.7
0.9
1.3
21.6
13.3
15.5
17.6
15.7
13.0
13.5
11.3
16.0
13.0
9.7
12.8
17.0
15.8
12.2
17.2
15.6
12.8
16.2
16.1
17.8
19.3
17.2
6.7
12.4
12.0
15.3
21.6
19.4
12.4
16.2
11.3
10.9
12.5
25.2
17.2
17.2
10.1
11.8
18.5
15.2
15.8
12.7
13.3
16.8
13.3
12.5
17.4
12.9
11.1
18.0
13.0
16.4
18.1
16.4
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
264.80
69.50
129.40
152.80
160.00
5710.70
124.90
2317.30
1075.30
133.30
208.30
59.10
140.20
595.80
94.10
54.50
115.50
59.40
412.20
467.70
349.30
582.40
416.20
2201.20
6943.90
55.80
385.80
208.90
130.70
576.00
1047.80
606.80
113.10
385.80
2266.00
5950.10
418.90
903.20
340.00
379.90
397.90
71.00
76.80
101.20
159.80
2038.80
196.30
54.20
298.70
159.80
No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
Yes
No
No
No
No
1.00
2.23
1.32
1.46
1.53
1.06
1.42
0.89
1.15
1.17
1.15
1.03
1.43
1.34
1.31
1.60
1.56
1.25
1.37
0.94
1.37
1.43
1.37
1.07
1.08
1.77
1.14
1.49
1.17
1.67
1.20
0.75
1.15
1.27
1.19
0.95
1.13
0.81
1.06
1.30
1.36
0.65
1.00
1.19
1.04
1.15
1.98
2.23
2.44
2.67
Average
Average
High
High
High
High
High
Average
High
High
High
Average
High
High
High
High
High
High
High
High
High
High
High
High
High
Average
Average
High
Average
High
High
Average
Average
Average
High
Average
Average
High
High
Average
High
Average
High
High
Average
High
High
Average
Average
High
3.9
-0.4
4.4
5.3
4.2
4.7
8.8
8.2
8.9
4.8
3.3
7.6
7.6
3.5
-1.4
3.8
-0.7
5.7
3.2
13.7
-3.0
6.8
3.7
8.8
5.5
10.6
11.3
11.3
7.5
-3.0
1.3
9.4
7.4
9.5
8.4
0.9
7.2
8.5
8.2
3.8
5.7
3.1
9.6
2.1
-2.6
5.1
15.4
1.5
5.8
2.1
9.5
6.7
13.9
14.6
13.2
13.0
18.1
14.8
10.1
13.0
10.4
12.8
18.3
10.8
8.5
12.8
12.8
9.5
11.5
17.1
31.3
14.9
9.1
16.1
11.3
12.4
16.2
21.6
12.4
30.5
17.6
16.8
12.6
12.4
12.4
9.0
16.8
13.8
12.2
10.5
13.6
10.5
16.0
11.9
6.7
15.6
18.3
8.7
16.0
9.0
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Value
Value
138.80
57.20
769.20
7842.10
10749.20
873.00
71.80
472.00
75.30
3312.60
560.10
52.70
88.70
614.50
353.70
850.00
1139.40
244.80
966.70
133.80
218.10
307.90
3255.10
1153.40
188.60
65.30
1499.40
139.10
385.30
745.20
6756.80
4680.50
20761.90
5074.70
2829.80
1766.70
65.00
244.90
97.80
1162.40
456.20
1964.80
51.30
879.20
204.80
416.50
132.70
101.50
108.30
133.30
No
Yes
Yes
No
No
No
No
Yes
Yes
No
No
Yes
Yes
Yes
No
No
No
No
No
No
No
No
Yes
Yes
Yes
No
Yes
No
No
No
No
No
Yes
No
No
Yes
Yes
No
No
No
No
No
Yes
No
No
No
Yes
No
No
No
0.21
1.59
1.58
0.88
0.74
0.92
1.01
1.60
1.50
0.86
0.45
1.60
1.68
1.26
1.29
0.97
1.02
1.45
1.00
0.80
1.13
1.16
1.14
1.11
1.50
0.72
0.99
2.45
0.25
0.88
0.22
0.41
0.46
0.55
0.95
1.23
1.34
1.40
1.60
1.50
1.29
0.95
1.89
1.07
0.92
1.43
1.44
1.93
0.84
1.20
High
High
Average
Average
Average
High
Average
High
Average
High
High
High
High
High
High
High
High
High
High
High
Average
High
High
High
High
Average
Average
High
High
High
Average
High
High
High
High
High
Average
Average
High
High
High
High
High
High
High
Average
High
Average
Average
Low
3.1
1.6
6.3
5.9
6.6
4.3
1.9
9.5
15.3
3.7
5.2
3.4
9.1
16.4
16.0
5.4
7.2
10.7
9.7
1.0
10.4
10.3
7.7
7.5
15.0
7.1
15.4
4.4
4.1
7.9
5.1
9.1
8.5
11.2
4.9
15.2
10.3
9.4
10.2
9.0
7.9
5.7
3.3
-5.1
6.7
8.5
6.8
5.5
6.1
8.5
11.5
10.3
15.1
14.5
15.5
16.2
11.1
18.3
19.5
20.7
12.7
10.4
18.3
22.7
20.4
14.2
16.6
16.7
15.5
18.0
12.9
11.5
13.8
11.8
15.0
12.6
14.5
12.9
13.7
16.3
12.4
17.2
20.9
14.5
11.7
16.5
15.5
17.3
20.8
16.9
14.1
11.4
11.3
11.9
12.5
13.5
13.6
13.2
16.7
17.1
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
3742.40
133.50
583.00
176.00
2602.70
455.10
788.50
52.70
636.80
467.70
932.60
2302.30
14282.70
102.40
112.20
153.10
306.70
283.60
368.60
967.70
114.00
168.30
65.10
1379.20
72.30
309.90
18903.80
1177.80
146.80
1189.50
51035.10
559.30
200.50
118.50
1471.80
379.30
60.90
146.70
472.60
874.20
58.30
5115.70
58.80
1547.80
637.00
859.80
1514.80
3009.80
16565.30
26088.70
Yes
Yes
No
No
No
No
No
No
No
No
No
No
Yes
No
Yes
No
No
No
No
Yes
No
No
No
No
No
Yes
Yes
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
No
No
Yes
Yes
No
No
Yes
No
No
1.29
1.33
0.98
1.19
1.13
1.16
1.10
1.60
0.94
1.10
0.87
0.99
0.60
1.35
1.50
1.18
0.80
0.98
0.80
1.02
1.14
1.09
1.14
0.86
1.22
1.20
0.89
1.15
0.75
1.00
0.53
1.15
1.25
1.26
1.07
1.22
1.36
1.11
1.19
1.39
1.12
1.09
1.00
1.16
1.13
0.99
1.32
1.22
0.66
0.69
Average
Average
Low
Average
Average
Low
Average
Low
Low
Low
Low
Low
Low
Low
Low
Average
Low
Average
Low
Low
Low
Low
Average
Average
Low
Low
Low
Low
Low
Low
Low
Average
Average
Low
Low
Low
Average
Average
Low
Average
Low
Average
Low
Average
Average
Low
Average
Low
Average
Low
5.6
6.3
10.0
1.2
3.8
11.5
2.7
12.1
9.7
3.7
4.2
5.0
4.9
4.6
5.8
7.0
8.7
10.5
6.6
8.2
6.8
4.9
1.5
7.1
5.9
8.2
10.7
2.9
5.7
6.3
9.4
5.2
8.3
8.5
11.5
11.1
9.1
8.1
3.5
7.6
2.6
10.0
5.9
4.7
3.3
5.1
3.1
6.2
3.5
5.7
16.1
15.2
16.6
15.4
15.2
17.4
20.1
20.3
20.9
15.0
15.4
15.7
12.7
13.6
16.6
15.9
15.2
17.3
14.2
17.2
13.9
15.6
13.9
15.5
11.0
14.7
18.1
13.1
15.3
14.6
19.9
14.5
22.5
15.6
16.7
16.4
14.8
18.9
14.3
14.7
13.5
24.7
15.7
13.5
13.3
13.9
9.9
15.1
10.6
15.2
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
12250.60
237.70
1188.20
121.10
103.10
275.80
666.20
163.50
23716.60
540.50
230.70
553.90
591.60
2162.50
186.10
67.20
84.60
811.70
636.80
365.60
299.50
66546.40
5732.10
434.00
3036.00
54.30
100.00
2807.70
327.80
836.60
1540.80
802.10
111.90
119.30
548.70
1119.10
78.00
707.20
14798.70
522.50
121.60
572.60
124.40
324.70
201.00
401.00
107.20
94.70
1066.00
205.70
No
No
No
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
No
Yes
No
Yes
No
No
No
No
Yes
Yes
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
No
No
No
Yes
Yes
No
No
No
No
No
No
Yes
No
No
Yes
0.64
0.63
0.91
1.17
1.23
1.43
0.93
1.31
0.63
1.46
1.10
1.25
0.68
1.23
1.18
1.18
1.75
0.80
0.80
0.58
1.15
0.57
0.20
0.25
0.18
1.47
1.66
1.30
1.90
1.20
0.94
1.07
1.17
1.12
1.30
0.82
1.95
1.85
0.83
1.39
0.94
2.05
1.22
1.22
0.99
0.82
1.00
0.78
1.59
1.12
Average
Low
Low
Average
Low
Average
Low
Low
Average
Low
Low
Low
Low
Low
Low
Average
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
High
Low
Average
Average
Low
Low
Average
Average
Average
Average
Average
Average
Average
Average
Average
Low
High
Low
Average
Low
Average
Low
4.6
4.8
4.9
7.0
4.8
5.6
3.2
3.6
11.7
6.4
8.2
5.8
5.4
5.4
1.9
9.8
14.3
10.9
9.2
10.4
6.8
6.9
6.9
6.6
5.7
4.0
6.2
8.8
16.3
2.3
17.7
16.2
6.3
5.9
3.7
4.1
8.3
9.3
3.3
1.5
5.1
4.9
5.5
6.3
0.9
8.2
5.2
2.5
2.8
12.3
15.1
13.9
13.2
14.9
13.3
14.9
12.5
14.0
18.8
15.5
18.5
16.3
15.6
14.1
13.5
18.2
29.2
16.7
21.9
17.6
15.5
14.0
17.3
17.6
17.1
14.5
15.9
19.2
14.3
8.8
19.2
19.8
17.0
13.0
14.3
15.8
16.9
16.8
15.1
14.2
14.7
13.4
15.3
12.5
14.9
15.1
14.0
13.0
13.9
17.6
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
442.20
754.10
4620.80
207.60
3536.10
793.30
103.50
1106.50
241.70
1417.40
1994.70
361.80
1204.00
437.90
242.90
6198.20
6037.70
99.10
349.20
1364.80
660.70
886.70
294.50
86.00
58.60
90.00
655.90
3950.70
326.90
627.10
2389.70
11876.40
1215.50
224.20
3935.90
901.00
883.80
96.40
731.40
136.70
4767.60
223.30
7869.10
103.10
1071.50
3590.00
94.10
3872.00
2251.80
383.20
No
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
No
No
Yes
No
No
No
No
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
Yes
2.00
1.28
1.16
1.33
0.80
0.70
0.70
0.85
1.72
0.90
0.95
1.01
1.10
1.31
1.25
1.03
1.00
1.21
1.40
1.32
1.37
1.07
0.99
1.52
1.15
1.27
1.08
1.02
1.12
1.17
1.07
0.92
1.13
1.29
1.04
1.12
1.11
1.25
0.60
0.96
1.14
1.22
0.92
1.62
1.05
1.00
1.14
0.93
1.08
0.92
Low
Average
Low
Low
Low
Low
Low
Average
Average
Average
Average
Low
Low
Low
Average
Low
Low
Average
Average
Low
Low
Low
Average
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Average
Average
Low
Average
Low
Low
Average
Low
Average
Low
Low
Low
Low
High
Average
14.1
-0.7
6.2
3.5
5.1
7.4
10.1
4.6
3.6
8.4
18.0
7.6
3.3
9.8
-1.4
-1.3
4.8
1.9
9.3
1.8
6.0
6.5
2.6
8.3
-0.9
8.2
5.5
5.7
1.1
4.7
5.7
5.1
5.8
12.6
13.3
7.4
11.8
6.5
6.2
11.4
7.7
3.8
9.9
10.1
7.2
7.8
2.0
4.1
4.0
6.0
21.3
14.2
15.1
9.8
13.3
19.4
18.2
18.2
16.5
19.4
24.1
18.0
14.4
16.2
12.1
11.4
14.1
9.0
17.9
10.8
14.9
17.5
7.6
15.5
10.1
13.0
14.9
15.1
11.2
12.8
14.5
14.1
17.4
14.1
23.9
12.5
19.3
14.1
15.8
15.7
17.1
16.4
17.2
20.2
14.9
9.7
11.8
12.3
15.8
15.0
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Large Cap
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
2237.90
79.60
67.50
144.00
98.70
67.00
90.80
445.30
129.90
774.40
17958.40
1760.70
3071.60
363.00
872.00
96.40
55.30
89.20
73.30
605.50
909.10
383.60
1370.40
2077.90
11944.70
6437.70
984.80
2836.40
1015.30
3360.10
28867.50
13275.40
1246.10
207.10
1945.80
490.20
62683.80
212.70
727.30
61.40
176.00
55.70
945.00
590.70
No
No
Yes
No
No
No
No
Yes
Yes
No
No
No
No
No
No
No
Yes
No
Yes
No
No
No
No
No
Yes
Yes
No
No
No
No
No
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
Yes
0.98
1.93
1.20
2.53
0.21
0.97
1.60
1.72
1.63
0.78
0.74
0.78
0.93
1.01
1.33
0.74
1.52
1.29
1.30
1.37
0.91
0.90
1.00
0.78
0.84
0.81
0.37
0.32
0.39
0.21
0.37
0.39
0.90
1.25
1.16
1.34
0.60
1.40
0.85
1.15
1.51
1.65
0.91
0.90
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Average
Low
Average
Low
Low
Low
Average
Low
Low
Low
Average
Low
Low
Average
Low
Average
Low
Average
Average
Low
Low
Low
Low
Average
Low
Low
Low
Average
6.8
8.5
3.4
3.2
5.4
6.8
1.5
8.9
4.2
3.3
4.3
2.6
6.3
1.3
3.0
9.5
19.4
0.2
2.3
2.3
10.7
9.7
6.9
5.8
4.2
9.9
4.2
4.4
6.4
7.1
7.0
5.0
5.8
8.5
10.7
4.0
3.5
8.9
5.5
7.8
13.8
8.9
9.5
3.3
17.5
16.0
13.5
14.2
14.2
18.2
9.4
15.3
14.1
13.1
14.7
13.4
16.8
13.8
16.7
17.9
18.5
11.4
13.4
11.3
16.7
17.5
15.2
14.2
17.1
16.9
14.3
14.0
16.4
17.8
18.1
17.7
17.3
15.8
12.4
13.9
12.7
15.6
14.1
15.4
16.1
16.6
18.9
12.3
5-Year Return
-3.7
-1.9
-2.7
-1.5
-5.2
-1.8
-5.0
-7.4
-2.1
-4.6
-1.4
-3.7
-6.9
-3.3
-2.9
-3.1
-1.4
-2.8
-5.4
0.8
0.0
-3.4
-2.7
-1.3
-2.5
-2.5
0.1
-1.8
0.3
2.6
1.9
2.7
1.2
-2.9
-7.9
-1.6
-3.7
7.5
1.7
1.3
-2.4
-2.9
-2.7
-4.7
1.7
-2.1
6.1
-4.7
-3.3
-5.1
25.3
6.7
42.3
-2.9
-2.9
-0.4
-1.7
-4.7
-1.4
-1.0
-5.8
-2.4
-7.5
-6.4
0.4
-1.6
-0.6
-4.2
0.3
-0.3
-1.8
-0.6
-3.0
6.2
1.9
-2.5
-2.2
-1.3
-2.0
-1.4
7.6
1.0
-4.5
-3.3
-3.8
-4.4
-1.4
-5.3
-4.6
5.0
-1.3
2.6
-2.8
-5.8
-4.1
-7.6
3.1
-4.0
-1.5
0.8
0.5
-5.0
-9.3
-3.8
-3.4
-1.7
-0.8
-6.5
1.0
-5.2
1.1
1.7
-4.4
1.2
0.9
-4.5
1.1
-4.9
-4.4
-1.8
-2.1
1.6
-4.2
-8.5
1.1
8.8
-0.2
-8.3
-3.7
-6.7
-8.3
-2.1
7.1
1.2
1.3
-2.5
5.5
7.0
1.2
-0.1
-1.8
-4.0
1.0
-5.4
-5.0
-5.0
-5.3
6.3
-2.8
-4.2
-0.8
-0.1
-0.6
-6.2
-6.8
-5.5
-7.8
-10.8
-1.5
-8.0
2.2
-5.6
-3.6
-7.3
0.1
-2.9
-8.0
-5.0
-9.3
-7.8
-2.7
-6.1
-1.8
-26.5
-5.7
-9.2
-2.1
-4.7
-2.5
0.8
0.7
-3.9
26.5
-8.2
1.1
0.4
-1.8
-5.5
-3.0
0.5
-3.7
-5.1
-1.9
-5.5
-2.4
-4.8
-4.8
-4.3
0.1
-2.6
-4.3
0.4
-8.9
-6.8
-5.5
-0.1
-0.5
1.4
-0.3
-2.1
-3.8
1.5
-0.2
-5.1
-6.0
10.0
0.7
1.7
-4.1
-6.0
-5.5
-4.3
-7.5
-1.3
-2.0
-7.9
-4.8
-1.6
0.0
-1.3
-8.7
-0.9
-4.6
-1.2
1.3
2.9
-8.0
-2.2
-1.0
0.0
3.8
1.5
-4.8
-6.7
-4.5
-4.7
-12.5
-1.7
-0.9
-0.8
1.1
2.0
4.2
3.8
3.5
5.3
5.0
2.0
11.8
8.4
5.4
8.6
7.0
7.4
8.8
6.1
9.0
3.4
1.1
4.8
3.7
5.2
3.8
2.6
5.0
2.4
3.1
1.3
3.5
3.9
2.4
3.8
4.3
11.0
1.7
5.5
3.2
6.4
5.9
1.6
5.1
7.9
1.3
4.6
7.2
6.2
2.1
0.9
3.8
0.3
4.7
0.7
3.8
3.7
1.9
2.7
2.0
3.8
-0.9
3.6
6.1
4.6
7.1
5.2
5.4
5.0
4.0
5.5
2.2
8.8
3.6
6.1
7.1
0.1
3.9
5.1
5.6
2.3
2.5
4.9
12.4
-2.2
-0.3
2.8
5.4
6.3
1.8
1.2
0.9
2.6
4.8
2.6
1.5
3.3
1.9
3.7
2.5
6.2
1.9
0.6
2.2
3.7
6.6
9.0
4.6
3.9
0.0
1.6
7.0
4.3
5.9
3.5
4.4
6.9
6.5
5.3
2.8
1.2
6.9
10.4
-0.7
6.7
1.4
2.5
7.8
-0.7
5.5
6.1
-2.0
3.5
3.7
1.3
1.4
5.2
2.4
7.1
1.8
9.8
-2.9
3.7
2.1
3.2
4.1
5.8
6.1
3.5
1.6
2.6
7.3
0.5
2.5
1.3
0.4
6.4
2.8
4.0
2.0
2.8
6.8
5.3
2.7
7.4
2.6
5.9
1.7
6.2
4.0
7.9
3.6
7.0
2.9
1.1
3.2
4.9
6.6
2.5
3.0
4.8
5.1
-1.5
4.1
6.6
2.6
5.8
6.0
7.2
1.9
-1.5
6.2
4.4
2.0
2.4
3.3
3.0
5.3
9.5
1.7
-26.5
26.5
Class
(-6)-(-4)
(-4)-(-2)
(-2)-(0)
0-2
(2)-(4)
(4)-(6)
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)
Bin
-4
-2
0
2
4
6
8
10
12
14
16
18
20
22
24
26
7.3428401
6.9
4.3
10.3
30.4
6
20.477195
4.5251735
0.3555731
0.4555622
Frequency
200
150
100
50
0
1.2
1
0.8
0.6
0.4
0.2
0
Class
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)
(26)-(28)
(28)-(30)
(30)-(32)
(32)-(34)
(34)-(36)
(36)-(38)
(38)-(40)
(40)-(42)
(42)-(44)
(44)-(46)
Bin
8
10
12
14
16
18
20
22
24
26
28
30
32
34
36
38
40
42
44
46
(42)-(44)
(40)-(42)
(38)-(40)
(36)-(38)
(34)-(36)
(32)-(34)
(30)-(32)
(28)-(30)
(26)-(28)
(24)-(26)
(22)-(24)
(20)-(22)
(18)-(20)
(16)-(18)
(14)-(16)
(12)-(14)
(10)-(12)
(8)-(10)
(6)-(8)
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)
(26)-(28)
(28)-(30)
(30)-(32)
(32)-(34)
(34)-(36)
(36)-(38)
(38)-(40)
(40)-(42)
(42)-(44)
Frequency
160
140
120
100
80
60
40
20
0
1.2
0.8
0.6
0.4
0.2
Class
(-28)-(-26)
(-26)-(-24)
(-24)-(-22)
(-22)-(-20)
(-20)-(-18)
(-18)-(-16)
(-16)-(-14)
(-14)-(-12)
(-12)-(-10)
(-10)-(-8)
(-8)-(-6)
(-6)-(-4)
(-4)-(-2)
(-2)-(0)
0-2
(2)-(4)
(4)-(6)
(6)-(8)
(8)-(10)
(10)-(12)
(12)-(14)
(14)-(16)
(16)-(18)
(18)-(20)
(20)-(22)
(22)-(24)
(24)-(26)
Bin
-26
-24
-22
-20
-18
-16
-14
-12
-10
-8
-6
-4
-2
0
2
4
6
8
10
12
14
16
18
20
22
24
26
28
Frequency
1
0
0
0
0
0
0
3
3
17
27
69
73
91
112
105
68
71
47
47
37
28
17
10
5
3
3
1
3.3755369928
2.5
-1.6
7.4
53
9
48.5766170948
6.9696927547
0.399561336
0.2789359787
120
100
80
60
40
20
0
1.2
1
0.8
0.6
0.4
0.2
0
Small Cap
Mean
Median
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis
Return 2005
3 years
6.7733624454
6.7
-5
4
6.7
9.7
20.5
25.5
5.7
21.2829276795
4.6133423545
21.79039301
21.5
12.1
19.4
21.5
23.8
42.3
30.2
4.4
17.0944687
4.134545768
-0.0088166348
-0.0413541017
0.792586212
2.541079456
5 Years
Expense Ratio
8.7441048035
10.6
-11.9
2.6
10.6
14.2
25
36.9
11.6
54.77607255
7.4010859035
1.3094759825
1.31
0.23
1.15
1.31
1.5
2.66
2.43
0.35
0.1275777944
0.3571803387
-0.238064808
-0.607561509
-0.261887683
2.4075715622
Return 2005
Mean
Median
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis
9.7698795181
10
-3.6
6.75
10
12.375
25.3
28.9
5.625
22.2738751369
4.7195206469
0.2333591184
0.6042993595
Mid Cap
3 years
5 years
Expense Ratio
20.14458
20.1
11.8
17.175
20.1
22.2
40.5
28.7
5.025
17.3043
4.134546
3.660843
3.2
-13.3
-1.3
3.2
9.1
24.1
37.4
10.4
45.37428
6.736043
1.2428313253
1.225
0.23
1
1.225
1.4
2.93
2.7
0.4
0.175082238
0.418428295
1.196627
3.722152
-0.041626
-0.324026
0.5675007834
2.2604343278
Large Cap
Mean
Median
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
Range
Interquartile Range
Variance
Standard Deviation
Coefficient of Variation
Skewness
Kurtosis
Return 2005
3 years
5 years
6.727765237
6.3
-5.1
4
6.3
9.05
21.6
26.7
5.05
16.724046352
4.089504414
14.85869074
14.7
6.7
12.6
14.7
16.8
31.3
24.6
4.2
12.13500914
3.483534002
0.4934537246
1
-26.5
-2.85
1
3.8
26.5
53
6.65
23.505771529
4.8482751086
0.5533325929
0.7276274975
0.826895393
2.288061631
-0.113855522
2.9506001002
Expense Ratio
1.1484875847
1.14
0.15
0.92
1.14
1.345
2.67
2.52
0.425
0.1574015536
0.3967386464
0.4027845587
1.4637979883
Large Cap
-5.1
4
6.3
9.05
21.6
Mid Cap
-3.6
6.75
10
12.375
25.3
Small Cap
-5
4
6.7
9.7
20.5
Mid Cap
11.8
17.175
20.1
22.2
40.5
Small Cap
12.1
19.4
21.5
23.8
42.3
Mid Cap
-13.3
-1.3
3.2
9.1
24.1
Small Cap
-11.9
2.6
10.6
14.2
25
Mid Cap
Small Cap
Large Cap
6.7
12.6
14.7
16.8
31.3
Large Cap
-26.5
-2.85
1
3.8
26.5
Minimum
First Quartile
Second Quartile
Third Quartile
Maximum
0.15
0.92
1.14
1.345
2.67
0.23
1
1.225
1.4
2.93
0.23
1.15
1.31
1.5
2.66
Large Cap+10
4.9
14
16.3
19.05
31.6
Mid Cap+10
6.4
16.75
20
22.375
35.3
3.5
27.15
31
33.8
56.5
16.7
28.7
33.2
39.1
54.1
Small Cap+10
5
14
16.7
19.7
30.5
6
18.1
32.6
40.6
44.2
55
2
3.5
3
2.5
2
Row
57
1.5
Row
56
Row
3.5
3
2.5
Row
57
2
1.5
Row
56
Row
55
0.5
0
1
30
Differences
Large Cap
4.9
9.1
2.3
2.75
12.55
10
Mid Cap
6.4
10.35
3.25
2.375
12.925
10
25
Small Cap
5
9
2.7
3
10.8
10
20
15
10
5
0
-5
-10
Differences
Large cap
6.7
5.9
2.1
2.1
14.5
-31.3
Mid Cap
11.8
5.375
2.925
2.1
18.3
-40.5
Small Cap
12.1
7.3
2.1
2.3
18.5
-42.3
Differences
Large Cap 60
3.5
23.65 50
3.85
2.8
40
22.7
30
Mid Cap
16.7
12
4.5
Row
5.9
43
15
Row
42
20
Row
41
10
Large Cap 0
Small Cap
18.1
14.5
8
3.6
10.8
Differences
Mid Cap
Small Cap
10
0
0.15
0.77
0.22
0.205
1.325
0.23
0.77
0.225
0.175
1.53
0.23
0.92
0.16
0.19
1.16