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Asset Classes for Caterpiller and a mutual fund

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Asset Classes

Select a mutual fund and a Dow 30 organization. Based on your selections, determine the asset classes for your selected mutual fund and Dow 30 organization. In your paper, be sure to also explain how classifications (e.g. mutual fund, Dow 30) and the current investment environment impact organizational decisions concerning the composition of their portfolios.

Mutual fund company: Any company
Selected Dow 30 organization: Caterpillar

Please properly cite your references.

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Solution Summary

Solution contains:
What does asset class mean and why the analysis is important?
Summarized is the analysis of asset class for two different organizations, mutual fund (First Eagle: Gold; A (SGGDX) and DOW 30 organization (Caterpillar).
Conclusion

Solution provided by:
Sonia Agarwal, CA
Education
  • Chartered Accountant (Equivalent to CPA in US), Institute of Charted Accountants of India
  • Bachelor of Commerce, West Bengal University
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  • "I got this feedback and I wanted to know if you can explain it to me. I noticed something within your workings which I believe is incorrect.  It looks like you've mistaken the Debt ratio for the Equity Multiplier.  You've done a calculation to determine Return on Equity (ROE) but if you take a look at the ratios provided for us you'll see ROE listed on the bottom line already.  You can use ROE, Profit Margin and Total Asset Turnover to figure out the Equity Multiplier amount.  Equity multiplier is not provided for us and we need to calculate it.  I really hope this is helpful to you.  "
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