A pension fund manager is considering three mutual funds. The first is a stock fund, the second is a long-term government and corporate bond fund, and the third is a T-bill money market fund that...


A pension fund manager is considering three mutual funds.  The first is a stock fund, the second is a long-term government and corporate bond fund, and the third is a T-bill money market fund that yields a sure rate of 3.5%.  The proability distributionsof the risky funds are:




















Expected ReturnStandard Deviation
Stock Fund (S)23%25%
Bond Fund (B)12%18%

*The correlation between the fund returns is .55.*


What are the expected return, standard deviation, and sharpe ratio for the minimum-variance portfoilo of the two risky funds, and what would be the weights of the stock and bond fund for an optimal portfoilo?



Jun 03, 2022
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