NO.PZ2019012201000041
问题如下:
The Barboa Fund can be best described as a fund segmented by:
选项:
A.
size/style.
B.
geography
C.
economic activity
解释:
The Barboa Fund invests solely in the equity of companies in the oil
production and transportation industries in many countries. The fund’s
description is consistent with the production-oriented approach, which groups
companies that manufacture similar products or use similar inputs in their
manufacturing processes.
A is incorrect because the fund description does not mention the firms’
size or style (i.e., value, growth, or blend). Size is typically measured by
market capitalization and often categorized as large cap, mid-cap, or small
cap. Style is typically classified as value, growth, or a blend of value and
growth. In addition, style is often determined through a “scoring” system that
incorporates multiple metrics or ratios, such as price-to-book ratios,
price-to-earnings ratios, earnings growth, dividend yield, and book value growth.
These metrics are then typically “scored” individually for each company,
assigned certain weights, and then aggregated.
B is incorrect because the fund is invested across many countries,
which indicates that the fund is not segmented by geography. Segmentation by
geography is typically based upon the stage of countries’ macroeconomic
development and wealth. Common geographic categories are developed markets,
emerging markets, and frontier markets.
老师,size and style有例子吗