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The goal of this assignment is to demonstrate your ability in creating various Pivot Tables and to perform data visualization. To complete this homework assignment, you must solve the three problems attached. Each problem is in a different tab of the Excel file and further instructions on solving these problems are listed in the Module 2 Homework Instructions document.

INSTRUCTIONS LINK:

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Question 1: Mutual Funds

The file MutualFunds contains a data set with information for 45 mutual funds that are part of the Morningstar Funds 500. The data set includes the following five variables: 

Note that Excel may display the column headings as 0–10, 10–20, 20–30, etc., but they should be interpreted as 0–9.99, 10–19.99, 20–29.99, etc.

  • Fund Type: The type of fund, labeled DE (Domestic Equity), IE (International Equity), and FI (Fixed Income)
  • Net Asset Value ($): The closing price per share
  • Five-Year Average Return (%): The average annual return for the fund over the past five years
  • Expense Ratio (%): The percentage of assets deducted each fiscal year for fund expenses
  • Morningstar Rank: The risk adjusted star rating for each fund; Morningstar ranks go from a low of 1 Star to a high of 5 Stars.
  1. Prepare a PivotTable that gives the frequency count of the data by Fund Type (rows) and the five-year average annual return (columns). Use classes of 0–9.99, 10–19.99, 20–29.99, 30–39.99, 40–49.99, and 50–59.99 for the Five-Year Average Return (%).

Question 2: Logan 

The Northwest regional manager of Logan Outdoor Equipment Company has conducted a study to determine how her store managers are allocating their time. A study was undertaken over three weeks that collected the following data related to the percentage of time each store manager spent on the tasks of attending required meetings, preparing business reports, customer interaction, and being idle. The results of the data collection appear in the following table:

Figure shows icon for Datafile Jensen.

Attending Required Meetings (%)

Tasks Preparing Business Reports (%)

Customer Interaction (%)

Idle (%)

Locations

Seattle

32

17

37

14

Portland

52

11

24

13

Bend

18

11

52

19

Missoula

21

  6

43

30

Boise

12

14

64

10

Olympia

17

12

54

17

  1. Create a stacked-bar chart with locations along the vertical axis. Reformat the bar chart to best display these data by adding axis labels, a chart title, and so on.
  2. Create a clustered-bar chart with locations along the vertical axis and clusters of tasks. Reformat the bar chart to best display these data by adding axis labels, a chart title, and the like.

Question 3: Ajax

The Ajax Company uses a portfolio approach to manage their research and development (R&D) projects. Ajax wants to keep a mix of projects to balance the expected return and risk profiles of their R&D activities. Consider a situation in which Ajax has six R&D projects as characterized in the table. Each project is given an expected rate of return and a risk assessment, which is a value between 1 and 10, where 1 is the least risky and 10 is the most risky. Ajax would like to visualize their current R&D projects to keep track of the overall risk and return of their R&D portfolio.

Figure shows icon for Datafile Jensen.

Project

Expected Rate of Return (%)

Risk Estimate

Capital Invested (Millions $)

1

12.6

6.8

  6.4

2

14.8

6.2

45.8

3

  9.2

4.2

  9.2

4

  6.1

6.2

17.2

5

21.4

8.2

34.2

6

  7.5

3.2

14.8

  1. Create a bubble chart in which the expected rate of return is along the horizontal axis, the risk estimate is on the vertical axis, and the size of the bubbles represents the amount of capital invested. Format this chart for best presentation by adding axis labels and labeling each bubble with the project number.

Problem 1

Fund NameFund TypeNet Asset Value ($)5 Year Average Return (%)Expense Ratio (%)Morningstar Rank (Stars)
Amer Cent Inc & Growth InvDE28.8812.390.672
American Century Intl. DiscIE14.3730.531.413
American Century Tax-Free BondFI10.733.340.494
American Century UltraDE24.9410.880.993
ArielDE46.3911.321.032
Artisan Intl ValIE25.5224.951.233
Artisan Small CapDE16.9215.671.183
Baron AssetDE50.6716.771.315
BrandywineDE36.5818.141.084
Brown Cap SmallDE35.7315.851.204
Buffalo Mid CapDE15.2917.251.023
DelafieldDE24.3217.771.324
DFA U.S. Micro CapDE13.4717.230.533
Dodge & Cox IncomeFI12.514.310.444
FairholmeDE31.8618.231.005
Fidelity ContrafundDE73.1117.990.895
Fidelity Municipal IncomeFI12.584.410.455
Fidelity OverseasIE48.3923.460.904
Fidelity Sel ElectronicsDE45.6013.500.893
Fidelity Sh-Term BondFI8.602.760.453
FidelityDE39.8514.400.564
FPA New IncomeFI10.954.630.623
Gabelli Asset AAADE49.8116.701.364
GreenspringDE23.5912.461.073
JanusDE32.2612.810.903
Janus WorldwideIE54.8312.310.862
Kalmar Gr Val Sm CpDE15.3015.311.323
Managers Freemont BondFI10.565.140.605
Marsico 21st CenturyDE17.4415.161.315
Mathews Pacific TigerIE27.8632.701.163
Meridan ValueDE31.9215.331.084
Oakmark IDE40.379.511.052
PIMCO Emerg Mkts Bd DFI10.6813.571.253
RS Value ADE26.2723.681.364
T. Rowe Price Latin Am.IE53.8951.101.244
T. Rowe Price Mid ValDE22.4616.910.804
Templeton Growth AIE24.0715.911.013
Thornburg Value ADE37.5315.461.274
USAA IncomeFI12.104.310.623
Vanguard Equity-IncDE24.4213.410.294
Vanguard Global EquityIE23.7121.770.645
Vanguard GNMAFI10.374.250.215
Vanguard Sht-Tm TEFI15.682.370.163
Vanguard Sm Cp IdxDE32.5817.010.233
Wasatch Sm Cp GrowthDE35.4113.981.194

Problem 2

Tasks
Attending Required MeetingsPreparing Business ReportsCustomer InteractionIdle
LocationsSeattle32%17%37%14%
Portland52%11%24%13%
Bend18%11%52%19%
Missoula21%6%43%30%
Boise12%14%64%10%
Olympia17%12%54%17%

Problem 3

ProjectExpected Rate of Return (%)Risk EstimateCapital Invested (Millions $)
112.66.86.4
214.86.245.8
39.24.29.2
46.16.217.2
521.48.234.2
67.53.214.8

Data

Fund NameFund TypeNet Asset Value ($)5 Year Average Return (%)Expense Ratio (%)Morningstar Rank (Stars)
Amer Cent Inc & Growth InvDE28.8812.390.672
American Century Intl. DiscIE14.3730.531.413
American Century Tax-Free BondFI10.733.340.494
American Century UltraDE24.9410.880.993
ArielDE46.3911.321.032
Artisan Intl ValIE25.5224.951.233
Artisan Small CapDE16.9215.671.183
Baron AssetDE50.6716.771.315
BrandywineDE36.5818.141.084
Brown Cap SmallDE35.7315.851.204
Buffalo Mid CapDE15.2917.251.023
DelafieldDE24.3217.771.324
DFA U.S. Micro CapDE13.4717.230.533
Dodge & Cox IncomeFI12.514.310.444
FairholmeDE31.8618.231.005
Fidelity ContrafundDE73.1117.990.895
Fidelity Municipal IncomeFI12.584.410.455
Fidelity OverseasIE48.3923.460.904
Fidelity Sel ElectronicsDE45.6013.500.893
Fidelity Sh-Term BondFI8.602.760.453
FidelityDE39.8514.400.564
FPA New IncomeFI10.954.630.623
Gabelli Asset AAADE49.8116.701.364
GreenspringDE23.5912.461.073
JanusDE32.2612.810.903
Janus WorldwideIE54.8312.310.862
Kalmar Gr Val Sm CpDE15.3015.311.323
Managers Freemont BondFI10.565.140.605
Marsico 21st CenturyDE17.4415.161.315
Mathews Pacific TigerIE27.8632.701.163
Meridan ValueDE31.9215.331.084
Oakmark IDE40.379.511.052
PIMCO Emerg Mkts Bd DFI10.6813.571.253
RS Value ADE26.2723.681.364
T. Rowe Price Latin Am.IE53.8951.101.244
T. Rowe Price Mid ValDE22.4616.910.804
Templeton Growth AIE24.0715.911.013
Thornburg Value ADE37.5315.461.274
USAA IncomeFI12.104.310.623
Vanguard Equity-IncDE24.4213.410.294
Vanguard Global EquityIE23.7121.770.645
Vanguard GNMAFI10.374.250.215
Vanguard Sht-Tm TEFI15.682.370.163
Vanguard Sm Cp IdxDE32.5817.010.233
Wasatch Sm Cp GrowthDE35.4113.981.194

Data

Tasks
Attending Required MeetingsPreparing Business ReportsCustomer InteractionIdle
LocationsSeattle32%17%37%14%
Portland52%11%24%13%
Bend18%11%52%19%
Missoula21%6%43%30%
Boise12%14%64%10%
Olympia17%12%54%17%

Data

ProjectExpected Rate of Return (%)Risk EstimateCapital Invested (Millions $)
112.66.86.4
214.86.245.8
39.24.29.2
46.16.217.2
521.48.234.2
67.53.214.8

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