Last year, Big Brain Fund generated returns by making the fo…
Last year, Big Brain Fund generated returns by making the following investments in 2 asset classes: Weight Return Bond Portfolio 30% 5% Stock Portfolio 70% 17% The benchmark portfolio used to judge Big Brain is comprised of the following indices with weights and returns as outlined below: Weight Return Bonds (Lehman Index) 20% 3% Stocks (S&P 500 Index) 80% 14% What was the total excess return of Big Brain Fund’s managed portfolio versus the benchmark?