hw1-solution
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import pandas as pd
import sqlalchemy as sal
import psycopg2
from sqlalchemy import text
conn = engine.connect()
(a) How many mutual funds have Googl in its top 10 holdings? Show a fund-category-wise breakup of this total value.
sql = text(”’select fund_category, count(*)
from public.mutualfunds
where top10_holdings ilike ‘%Googl%’
and fund_category is not null
group by fund_category”’)
result = conn.execute(sql)
for row in result:
print(row)
(‘Diversified Emerging Mkts’, 50)
(‘Financial’, 7)
(‘Allocation–50% to 70% Equity’, 19)
(‘Japan Stock’, 2)
(‘Trading–Inverse Equity’, 7)
(‘Real Estate’, 14)
(‘Target-Date 2000-2010’, 5)
(‘Intermediate Core-Plus Bond’, 4)
(‘Consumer Defensive’, 1)
(‘Pacific/Asia ex-Japan Stk’, 4)
(‘Foreign Small/Mid Growth’, 9)
(‘Mid-Cap Value’, 33)
(‘Latin America Stock’, 3)
(‘Target-Date 2035’, 3)
(‘Small Value’, 20)
(‘Infrastructure’, 3)
(‘Energy Limited Partnership’, 5)
(‘Multisector Bond’, 8)
(‘ State Interm’, 1)
(‘Technology’, 33)
(‘Target-Date 2040’, 3)
(‘Target-Date 2025’, 6)
(‘Equity Energy’, 4)
(‘World Bond-USD Hedged’, 3)
(‘ Intermediate’, 1)
(‘Target-Date 2045’, 1)
(‘High Yield Bond’, 4)
(‘Long-Short Equity’, 15)
(‘Nontraditional Bond’, 3)
(‘Utilities’, 8)
(‘Commodities Broad Basket’, 4)
(‘Short-Term Bond’, 3)
(‘Global Real Estate’, 19)
(‘Trading–Inverse Debt’, 2)
(‘Event Driven’, 1)
(‘World Bond’, 1)
(‘Intermediate Core Bond’, 3)
(‘Tactical Allocation’, 13)
(‘Equity Precious Metals’, 8)
(‘Large Blend’, 210)
(‘Options Trading’, 15)
(‘Ultrashort Bond’, 2)
(‘Natural Resources’, 3)
(‘Foreign Large Growth’, 32)
(‘Target-Date 2030’, 2)
(‘Diversified Pacific/Asia’, 1)
(‘Europe Stock’, 1)
(‘Emerging-Markets Local-Currency Bond’, 5)
(‘Equity Market Neutral’, 2)
(‘Macro Trading’, 6)
(‘Allocation–30% to 50% Equity’, 8)
(‘China Region’, 13)
(‘World Allocation’, 13)
(‘Target-Date Retirement’, 1)
(‘Foreign Large Blend’, 38)
(‘Mid-Cap Blend’, 12)
(‘Small Growth’, 32)
(‘Target-Date 2055’, 3)
(‘Target-Date 2050’, 1)
(‘Small Blend’, 29)
(‘Intermediate Government’, 1)
(‘Allocation–70% to 85% Equity’, 2)
(‘Large Value’, 107)
(‘Multistrategy’, 7)
(‘Allocation–85%+ Equity’, 7)
(‘Trading–Leveraged Equity’, 10)
(‘Convertibles’, 1)
(‘Communications’, 2)
(‘Long Government’, 1)
(‘Target-Date 2020’, 3)
(‘Foreign Small/Mid Value’, 2)
(‘Large Growth’, 217)
(‘World Small/Mid Stock’, 15)
(‘Health’, 9)
(‘Miscellaneous Region’, 1)
(‘Emerging Markets Bond’, 2)
(‘India Equity’, 2)
(‘Mid-Cap Growth’, 50)
(‘Target-Date 2060+’, 5)
(‘Corporate Bond’, 2)
(‘Derivative Income’, 6)
(‘Short Government’, 1)
(‘Foreign Large Value’, 21)
(‘Foreign Small/Mid Blend’, 7)
(‘World Large-Stock Blend’, 29)
(‘Long-Term Bond’, 1)
(b) Which growth funds has the top 3 PE Ratio values? In a separate query, find the historical fund-return to category-return ratio for the last 5 years for these funds.
sql = text(”’SELECT fund_symbol, fund_price_earning_ratio
FROM public.mutualfunds
WHERE investment_type ilike ‘%growth%’ and fund_price_earning_ratio is not null
ORDER BY fund_price_earning_ratio DESC
LIMIT 3”’)
result = conn.execute(sql)
for row in result:
print(row)
(‘FAIRX’, Decimal(‘59.99’))
(‘HMXAX’, Decimal(‘59.99’))
(‘HMXCX’, Decimal(‘59.99’))
sql = text(”’SELECT fund_symbol,
round(fund_return_2020/category_return_2020,2),
round(fund_return_2019/category_return_2019,2),
round(fund_return_2018/category_return_2018,2),
round(fund_return_2017/category_return_2017,2),
round(fund_return_2016/category_return_2016,2)
FROM public.mutualfunds
fund_symbol = ‘FAIRX’ or fund_symbol = ‘HMXAX’or fund_symbol =’HMXCX’
LIMIT 3”’)
result = conn.execute(sql)
for row in result:
print(row)
(‘FAIRX’, Decimal(‘16.14’), Decimal(‘1.28’), Decimal(‘2.71’), Decimal(‘-0.37’), Decimal(‘1.73’))
(‘HMXAX’, Decimal(‘3.85’), Decimal(‘1.44’), Decimal(‘1.83’), Decimal(‘0.83’), None)
(‘HMXCX’, Decimal(‘3.72’), Decimal(‘1.41’), Decimal(‘2.02’), Decimal(‘0.72’), None)
(c) Find mutual funds not owned by the “BlackRock” family, whose fund manager went to Stanford University, and the fund has no “foreign” or “world”-level holdings.
sql = text(”’SELECT * FROM public.mutualfunds
WHERE management_bio ilike ‘%stanford%’
and not fund_family = ‘BlackRock’
and not top10_holdings ilike ‘%foreign%’
and not top10_holdings ilike ‘%world%’
result = conn.execute(sql)
for row in result:
print(row)
(‘AADEX’, ‘MutualFund’, ‘US’, ‘American Beacon Large Cap Value’, ‘American Beacon Large Cap Value Fund R5 Class’, ‘USD’, 250000, 50, ‘Large Value’, ‘American Beacon’, ‘NAS’, ‘Nasdaq’, ‘America/New_York’, ‘ ‘, ‘In his role as portfolio manager, Mr. Davis plays an integral part in the investment research review and decision-making process. He coordinates the … (447 characters truncated) … Cramer, Rosenthal & McGlynn and Fidelity Management & Research. Mr. Davis received his BA in Economics and History and MBA from Stanford University.’, datetime.date(1989, 12, 31), Decimal(‘4294496512’), Decimal(‘0.2038’), Decimal(‘30.664’), Decimal(‘29.545’), Decimal(‘7.6’), Decimal(‘0.24073’), Decimal(‘31.57’), Decimal(‘-1.58’), Decimal(‘-0.05005’), Decimal(‘23.97’), Decimal(‘6.02’), Decimal(‘0.25115’), “The investment seeks long-term capital appreciation and current income. Under normal circumstances, at least 80% of the fund’s net assets (plus the a … (134 characters truncated) … e companies have market capitalizations within the market capitalization range of the companies in the Russell 1000© Index at the time of investment.”, Decimal(‘0.015’), 3, 4, datetime.date(1987, 7, 17), Decimal(‘0.4917’), None, Decimal(‘0.67’), ‘Value’, ‘Large’, Decimal(‘0.0063’), Decimal(‘0.0094’), Decimal(‘0.0063’), Decimal(‘0.0063’), None, None, Decimal(‘0.0524’), None, Decimal(‘0.0129’), 202, 351, 786, Decimal(‘0.0321’), Decimal(‘0.9679’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0.0308’), Decimal(‘0.0647’), Decimal(‘0.0686’), Decimal(‘0.0528’), Decimal(‘0.0681’), Decimal(‘0.272’), Decimal(‘0.1414’), Decimal(‘0.1517’), Decimal(‘0.0113’), Decimal(‘0.103’), Decimal(‘0.0355’), Decimal(‘2.36’), Decimal(‘2.66’), Decimal(‘12.39’), Decimal(‘13.98’), Decimal(‘20.46’), Decimal(‘19.76’), Decimal(‘1.81’), Decimal(‘1.98’), Decimal(‘74299.56’), Decimal(‘116231.75’), Decimal(‘7.81’), Decimal(‘12.04’), None, Decimal(‘3.96’), None, Decimal(‘2.61’), None, None, None, None, None, None, None, None, None, ‘”Future on S&P 500 Jun21″: 0.0309, GVSXX (“State Street Instl US Govt M “): 0.0303, C (“Citigroup Inc”): 0.0284, WFC (“Wells Fargo & Co”): 0.0 … (76 characters truncated) … & Co”): 0.023, CMCSA (“Comcast Corp Class A”): 0.0226, ANTM (“Anthem Inc”): 0.0199, GS (” Group Inc”): 0.0195, HES (” “): 0.0153’, Decimal(‘0.2387’), 3, datetime.date(2021, 7, 30), Decimal(‘0.2038’), Decimal(‘0.1854’), Decimal(‘0.0003’), Decimal(‘0.0253’), Decimal(‘0.0134’), Decimal(‘0.1322’), Decimal(‘0.4558’), Decimal(‘0.4454’), Decimal(‘0.1106’), Decimal(‘0.1238’), Decimal(‘0.1005’), Decimal(‘0.1236’), Decimal(‘0.1202’), Decimal(‘0.1085’), Decimal(‘0.2684’), Decimal(‘0.2318’), Decimal(‘-0.1954’), Decimal(‘-0.1787’), 25, 8, Decimal(‘0.03264’), Decimal(‘0.02911’), Decimal(‘0.29667’), Decimal(‘0.25039’), Decimal(‘-0.11987’), Decimal(‘-0.08533’), Decimal(‘0.17072’), Decimal(‘0.15944’), Decimal(‘0.15984’), Decimal(‘0.14811’), Decimal(‘-0.06054’), Decimal(‘-0.04046’), Decimal(‘0.10564’), Decimal(‘0.10214’), Decimal(‘0.34935’), Decimal(‘0.31214’), Decimal(‘0.19068’), Decimal(‘0.14566’), Decimal(‘-0.02335’), Decimal(‘-0.00746’), Decimal(‘0.14562’), Decimal(‘0.13661’), Decimal(‘0.27515’), Decimal(‘0.2413’), Decimal(‘-0.39388’), Decimal(‘-0.37091’), Decimal(‘0.03178’), Decimal(‘0.01424’), Decimal(‘0.19015’), Decimal(‘0.18151’), Decimal(‘0.09934’), Decimal(‘0.05953’), Decimal(‘0.19434’), Decimal(‘0.12969’), Decimal(‘0.35755’), Decimal(‘0.28435’), Decimal(‘-0.15889’), Decimal(‘-0.18694’), Decimal(‘0.02095’), Decimal(‘-0.04987’), Decimal(‘0.11438’), Decimal(‘0.07867’), 62, 23, None, None, Decimal(‘0.13751’), Decimal(‘0.20673’), Decimal(‘0.04226’), Decimal(‘0.17573’), Decimal(‘-0.30168’), Decimal(‘0.08265’), Decimal(‘0.01164’), Decimal(‘0.04287’), Decimal(‘0.13523’), Decimal(‘-0.15993’), Decimal(‘0.05419’), Decimal(‘0.02223’), Decimal(‘-0.02779’), Decimal(‘0.05411’), Decimal(‘0.04151’), Decimal(‘0.02855’), Decimal(‘0.03676’), Decimal(‘0.08707’), Decimal(‘0.05732’), Decimal(‘0.01627’), Decimal(‘-0.00706’), Decimal(‘0.04022’), Decimal(‘-0.10801’), Decimal(‘0.00683’), Decimal(‘0.00563’), Decimal(‘0.03053’), Decimal(‘-0.00483’), Decimal(‘0.04597’), Decimal(‘0.03071’), Decimal(‘0.09898’), Decimal(‘0.0473’), Decimal(‘0.05226’), Decimal(‘0.11414’), Decimal(‘0.02326’), Decimal(‘0.06189’), Decimal(‘-0.04323’), Decimal(‘0.14532’), Decimal(‘0.12225’), Decimal(‘-0.16527’), Decimal(‘-0.00974’), Decimal(‘0.05282’), Decimal(‘0.10155’), Decimal(‘0.10604’), Decimal(‘-0.11848’), Decimal(‘0.06667’), Decimal(‘0.05891’), Decimal(‘0.17351’), Decimal(‘0.18556’), Decimal(‘-0.13445’), Decimal(‘-0.21536’), Decimal(‘-0.09576’), Decimal(‘-0.04841’), Decimal(‘-0.10226’), Decimal(‘-0.04885’), Decimal(‘0.00623’), Decimal(‘0.06509’), Decimal(‘0.01217’), Decimal(‘0.07072’), Decimal(‘0.05861’), Decimal(‘0.00275’), Decimal(‘0.04712’), Decimal(‘0.01352’), Decimal(‘0.05181’), Decimal(‘0.02505’), Decimal(‘0.00605’), Decimal(‘0.11978’), Decimal(‘0.00617’), Decimal(‘0.02589’), Decimal(‘0.03329’), Decimal(‘0.16111’), Decimal(‘0.03153’), Decimal(‘0.19916’), Decimal(‘-0.05481’), Decimal(‘0.08032’), Decimal(‘-0.18635’), Decimal(‘-0.08438’), Decimal(‘0.04507’), Decimal(‘0.09383’), Decimal(‘-0.10428’), Decimal(‘0.05709’), Decimal(‘-0.01423’), Decimal(‘0.08506’), Decimal(‘0.06145’), Decimal(‘-0.009’), Decimal(‘-0.02365’), Decimal(‘-7.43’), Decimal(‘1.17’), Decimal(‘1.21’), Decimal(‘89.46’), Decimal(‘22.98’), Decimal(‘0.58’), Decimal(‘9.69’), Decimal(‘-5.36’), Decimal(‘1.16’), Decimal(‘1.23’), Decimal(‘87.48’), Decimal(‘18.61’), Decimal(‘0.73’), Decimal(‘10.9’), Decimal(‘-4.39’), Decimal(‘1.14’), Decimal(‘1.03’), Decimal(‘89.94’), Decimal(‘16.3’), Decimal(‘0.72’), Decimal(‘9.7’), 22, 72, 36, 17, 40, 23, Decimal(‘0.5136’), Decimal(‘0.1258’), Decimal(‘0.138’), Decimal(‘0.1165’), Decimal(‘24.71’), 79, ‘US Fund Large Value’, 1210, Decimal(‘24.71’), Decimal(‘18.42’), Decimal(‘23.63’), Decimal(‘28.59’), Decimal(‘5.16’), Decimal(‘2.24’), Decimal(‘5’), Decimal(‘9.11’), Decimal(‘10.98’), Decimal(‘7.04’), Decimal(‘10.48’), Decimal(‘12.42’), Decimal(‘8.32’), Decimal(‘5.83’), Decimal(‘7.71’), Decimal(‘9.3’))
(‘AAGOX’, ‘MutualFund’, ‘US’, ‘ – ‘, ‘ Cap Growth Portfolio Class I-2’, ‘USD’, None, None, ‘Large Growth’, ‘Alger’, ‘NAS’, ‘Nasdaq’, ‘America/New_York’, ‘ . Talwar’, ” , CFA is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and h … (776 characters truncated) … o been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, USA Today, and the Wall Street Journal.”, datetime.date(2021, 7, 1), Decimal(‘446501696’), Decimal(‘0.1299’), Decimal(‘107.43’), Decimal(‘102.497’), Decimal(‘24.92’), Decimal(‘0.2212’), Decimal(‘112.66’), Decimal(‘-11.13001’), Decimal(‘-0.09879’), Decimal(‘87.74’), Decimal(‘13.79’), Decimal(‘0.15717’), ‘The investment seeks long-term capital appreciation. The advisor focuses on growing companies that generally have broad product lines, markets, finan … (312 characters truncated) … dated quarterly as reported as of the most recent quarter-end. This index is designed to track the performance of large-capitalization growth stocks.’, Decimal(‘0.0013’), 4, 4, datetime.date(1989, 1, 9), Decimal(‘0.1524’), None, Decimal(‘1.2541’), ‘Growth’, ‘Large’, Decimal(‘0.0086’), Decimal(‘0.0099’), Decimal(‘0.0086’), Decimal(‘0.0088’), None, None, Decimal(‘0.0536’), None, Decimal(‘0.0133’), 274, 477, 1061, Decimal(‘0.002’), Decimal(‘0.9936’), Decimal(‘0’), Decimal(‘0.0044’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0.0008’), Decimal(‘0.1369’), Decimal(‘0.1825’), Decimal(‘0.0202’), Decimal(‘0’), Decimal(‘0.0824’), Decimal(‘0.1279’), Decimal(‘0.0341’), Decimal(‘0.0365’), Decimal(‘0.3786’), Decimal(‘0’), Decimal(‘10.17’), Decimal(‘8.12’), Decimal(‘30.3’), Decimal(‘23.44’), Decimal(‘43.59’), Decimal(‘33.85’), Decimal(‘6.19’), Decimal(‘4.75’), Decimal(‘162761.86’), Decimal(‘304809.9’), Decimal(‘29.06’), Decimal(‘23.69’), None, Decimal(‘3.63’), None, Decimal(‘2.73’), None, None, None, None, None, None, None, None, None, ‘GOOG (“Alphabet Inc Class C”): 0.0653, AMZN (“Amazon.com Inc”): 0.063, MSFT (“Microsoft Corp”): 0.0511, AAPL (” “): 0.041, SHOP. TO (“Shopify … (23 characters truncated) … (“Tesla Inc”): 0.0386, AMAT (“Applied Materials Inc”): 0.0381, “Alger 25 Z”: 0.0351, PYPL (“PayPal Holdings Inc”): 0.0331, ADBE (“Adobe Inc”): 0.0325’, Decimal(‘0.4386’), 5, datetime.date(2021, 7, 30), Decimal(‘0.1299’), Decimal(‘0.0706’), Decimal(‘0.0068’), Decimal(‘-0.0101’), Decimal(‘0.0571’), Decimal(‘0.057’), Decimal(‘0.4261’), Decimal(‘0.4025’), Decimal(‘0.2881’), Decimal(‘0.209’), Decimal(‘0.1943’), Decimal(‘0.2041’), Decimal(‘0.1744’), Decimal(‘0.1523’), Decimal(‘0.2432’), Decimal(‘0.2595’), Decimal(‘-0.1671’), Decimal(‘-0.1728’), 25, 6, Decimal(‘0.67028’), Decimal(‘0.35862’), Decimal(‘0.27431’), Decimal(‘0.31897’), Decimal(‘0.02207’), Decimal(‘-0.02091’), Decimal(‘0.28464’), Decimal(‘0.27669’), Decimal(‘-0.00828’), Decimal(‘0.03227’), Decimal(‘0.01717’), Decimal(‘0.03601’), Decimal(‘0.10986’), Decimal(‘0.09996’), Decimal(‘0.3508’), Decimal(‘0.3392’), Decimal(‘0.09865’), Decimal(‘0.1534’), Decimal(‘-0.00348’), Decimal(‘-0.02461’), Decimal(‘0.13386’), Decimal(‘0.15529’), Decimal(‘0.47571’), Decimal(‘0.35683’), Decimal(‘-0.46154’), Decimal(‘-0.40668’), Decimal(‘0.19945’), Decimal(‘0.13354’), Decimal(‘0.05176’), Decimal(‘0.07054’), Decimal(‘0.12005’), Decimal(‘0.06714’), Decimal(‘0.05497’), Decimal(‘0.07808’), Decimal(‘0.3516’), Decimal(‘0.28658’), Decimal(‘-0.32991’), Decimal(‘-0.27642’), Decimal(‘-0.11815’), Decimal(‘-0.22303’), Decimal(‘-0.14775’), Decimal(‘-0.13047’), 58, 27, None, None, Decimal(‘0.00525’), Decimal(‘0.16769’), Decimal(‘0.17274’), Decimal(‘0.3404’), Decimal(‘-0.09003’), Decimal(‘0.10055’), Decimal(‘-0.04091’), Decimal(‘0.05291’), Decimal(‘0.14661’), Decimal(‘-0.20203’), Decimal(‘0.11535’), Decimal(‘0.10153’), Decimal(‘0.04253’), Decimal(‘0.04807’), Decimal(‘0.05633’), Decimal(‘0.05022’), Decimal(‘0.10488’), Decimal(‘-0.02332’), Decimal(‘0.08725’), Decimal(‘-0.02927’), Decimal(‘-0.03793’), Decimal(‘0.05469’), Decimal(‘-0.1087’), Decimal(‘0.024’), Decimal(‘0.05668’), Decimal(‘0.02588’), Decimal(‘0.01388’), Decimal(‘0.05495’), Decimal(‘0.01147’), Decimal(‘0.12156’), Decimal(‘0.10873’), Decimal(‘0.00873’), Decimal(‘0.07689’), Decimal(‘-0.01319’), Decimal(‘0.05927’), Decimal(‘-0.0794’), Decimal(‘0.1417’), Decimal(‘0.10366’), Decimal(‘-0.14433’), Decimal(‘0.00309’), Decimal(‘0.05197’), Decimal(‘0.10415’), Decimal(‘0.11846’), Decimal(‘-0.12428’), Decimal(‘0.04845’), Decimal(‘0.06564’), Decimal(‘0.1995’), Decimal(‘0.15974’), Decimal(‘-0.00453’), Decimal(‘-0.2675’), Decimal(‘-0.15656’), Decimal(‘0.01133’), Decimal(‘-0.13822’), Decimal(‘0.00715’), Decimal(‘0.0811’), Decimal(‘0.07371’), Decimal(‘0.02596’), Decimal(‘0.07428’), Decimal(‘0.00868’), Decimal(‘-0.04376’), Decimal(‘0.01504’), Decimal(‘0.02294’), Decimal(‘0.08148’), Decimal(‘0.04059’), Decimal(‘-0.02705’), Decimal(‘0.10614’), Decimal(‘-0.07434’), Decimal(‘0.0121’), Decimal(‘0.01802’), Decimal(‘0.12125’), Decimal(‘0.03198’), Decimal(‘0.17333’), Decimal(‘-0.00447’), Decimal(‘0.02882’), Decimal(‘-0.202’), Decimal(‘-0.15533’), Decimal(‘-0.03372’), Decimal(‘0.13663’), Decimal(‘-0.18432’), Decimal(‘0.07153’), Decimal(‘-0.11233’), Decimal(‘-0.1469’), Decimal(‘-0.03467’), Decimal(‘-0.062’), Decimal(‘0.10329’), Decimal(‘7.84’), Decimal(‘1.05’), Decimal(‘2.31’), Decimal(‘78.74’), Decimal(‘21.98’), Decimal(‘1.2’), Decimal(‘25.96’), Decimal(‘7.65’), Decimal(‘1.05’), Decimal(‘2.16’), Decimal(‘74.6’), Decimal(‘18.18’), Decimal(‘1.36’), Decimal(‘24.87’), Decimal(‘1.46’), Decimal(‘1.08’), Decimal(‘1.45’), Decimal(‘78.16’), Decimal(‘16.55’), Decimal(‘1.01’), Decimal(‘15.48’), 60, 10, 30, 8, 7, 9, Decimal(‘0.5368’), Decimal(‘0.2858’), Decimal(‘0.272’), Decimal(‘0.1728’), Decimal(‘22.5’), 81, ‘US Fund Large Growth’, 1333, Decimal(‘22.5’), Decimal(‘17.95’), Decimal(‘21.44’), Decimal(‘31.11’), Decimal(‘2.82’), Decimal(‘1.15’), Decimal(‘2.7’), Decimal(‘5.81’), Decimal(‘10.08’), Decimal(‘7.25’), Decimal(‘10.14’), Decimal(‘11.97’), Decimal(‘7.68’), Decimal(‘5.3’), Decimal(‘7.54’), Decimal(‘8.9’))
(‘AAGPX’, ‘MutualFund’, ‘US’, ‘American Beacon Large Cap Value’, ‘American Beacon Large Cap Value Fund Investor Class’, ‘USD’, 2500, 50, ‘Large Value’, ‘American Beacon’, ‘NAS’, ‘Nasdaq’, ‘America/New_York’, ‘ ‘, ‘In his role as portfolio manager, Mr. Davis plays an integral part in the investment research review and decision-making process. He coordinates the … (447 characters truncated) … Cramer, Rosenthal & McGlynn and Fidelity Management & Research. Mr. Davis received his BA in Economics and History and MBA from Stanford University.’, datetime.date(1989, 12, 31), Decimal(‘4294496512’), Decimal(‘0.202’), Decimal(‘27.593’), Decimal(‘26.614’), Decimal(‘6.77’), Decimal(‘0.23838’), Decimal(‘28.4’), Decimal(‘-1.43’), Decimal(‘-0.05035’), Decimal(‘21.63’), Decimal(‘5.34’), Decimal(‘0.24688’), “The investment seeks long-term capital appreciation and current income. Under normal circumstances, at least 80% of the fund’s net assets (plus the a … (134 characters truncated) … e companies have market capitalizations within the market capitalization range of the companies in the Russell 1000© Index at the time of investment.”, Decimal(‘0.0137’), 3, 4, datetime.date(1994, 8, 1), Decimal(‘0.4072’), None, Decimal(‘0.67’), ‘Value’, ‘Large’, Decimal(‘0.0096’), Decimal(‘0.0094’), Decimal(‘0.0096’), Decimal(‘0.0096’), None, None, Decimal(‘0.0524’), None, Decimal(‘0.0129’), 306, 531, 1178, Decimal(‘0.0321’), Decimal(‘0.9679’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0’), Decimal(‘0.0308’), Decimal(‘0.0647’), Decimal(‘0.0686’), Decimal(‘0.0528’), Decimal(‘0.0681’), Decimal(‘0.272’), Decimal(‘0.1414’), Decimal(‘0.1517’), Decimal(‘0.0113’), Decimal(‘0.103’), Decimal(‘0.0355’), Decimal(‘2.36’), Decimal(‘2.66’), Decimal(‘12.39’), Decimal(‘13.98’), Decimal(‘20.46’), Decimal(‘19.76’), Decimal(‘1.81’), Decimal(‘1.98’), Decimal(‘74299.56’), Decimal(‘116231.75’), Decimal(‘7.81’), Decimal(‘12.04’), None, Decimal(‘3.96’), None, Decimal(‘2.61’), None, None, None, None, None, None, None, None, None, ‘”Future on S&P 500 Jun21″: 0.0309, GVSXX (“State Street Instl US Govt M “): 0.0303, C (“Citigroup Inc”): 0.0284, WFC (“Wells Fargo & Co”): 0.0 … (76 characters truncated) … & Co”): 0.023, CMCSA (“Comcast Corp Class A”): 0.0226, ANTM (“Anthem Inc”): 0.0199, GS (” Group Inc”): 0.0195, HES (” “): 0.0153’, Decimal(‘0.2387’), 3, datetime.date(2021, 7, 30), Decimal(‘0.202’), Decimal(‘0.1854’), Decimal(‘0.0004’), Decimal(‘0.0253’), Decimal(‘0.0129’), Decimal(‘0.1322’), Decimal(‘0.4518’), Decimal(‘0.4454’), Decimal(‘0.1071’), Decimal(‘0.1238’), Decimal(‘0.0969’), Decimal(‘0.1236’), Decimal(‘0.1164’), Decimal(‘0.1085’), Decimal(‘0.2666’), Decimal(‘0.2318’), Decimal(‘-0.1968’), Decimal(‘-0.1787’), 20, 6, Decimal(‘0.02942’), Decimal(‘0.02911’), Decimal(‘0.29176’), Decimal(‘0.25039’), Decimal(‘-0.12263’), Decimal(‘-0.08533’), Decimal(‘0.16697’), Decimal(‘0
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