Paper , Order, or Assignment Requirements

Organize the research for your paper around the research question(s)/hypotheses listed below in the appendices. Review the APA manual and find peer-reviewed, empirical research articles and the mutual fund websites for examples of how to report the results for your mutual fund. Also ANSWER within the paper: The SRI/BRI mutual fund reviewed is … Discuss the practices employed in both types of screening process that the mutual fund has undertaken and compare the investment returns of the mutual fund to the correspondingly sized secular index funds. What are the 5-year (January 1, 2011- December 31, 2015) rates of return after expenses of your SRI or BRI fund, and did it earn as much as or more than the correspondingly sized secular index funds (e.g., S&P 500 Index {Fidelity Spartan 500 Index Fund Class Inv (FUSEX? Collect, present, analyze, and critically evaluate the financial data as it relates to an SRI/BRI FUND you have not written about in any past course during your academic career. Your goal is to answer the following three questions: 1. Is the five-year rates of return, after expenses, from 2011 through 2015, after expenses, of screened SRI or BRI fund earn as much as or more than the correspondingly sized, unscreened, after expenses, FUSEX? 2. Are the 5-year rates of return of the SRI or BRI funds within 1% of the total returns of all correspondingly sized secular index funds (FUSEX), which postulates that investors would be willing to take a loss of at least 1% to make it worthwhile to invest with their conscience? 3. Does your fund have more than or less than 30 stocks within its portfolio, thus reflecting its level of diversification? How many stocks are invested in. 4. How many different screens does your mutual fund include, and what are they?