EXAMINE VARIABLES=Rel_gastos

/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Explorar

Notas
Salida creada 23-JUL-2019 21:04:02
Comentarios
Entrada Conjunto de datos activo ConjuntoDatos2
Filtro <ninguno>
Ponderación <ninguno>
Segmentar archivo <ninguno>
N de filas en el archivo de 121
datos de trabajo

Manejo de valores perdidos Definición de perdidos Los valores perdidos definidos

por el usuario para variables
dependientes se tratan como
perdidos.

Casos utilizados Los estadísticos se basan en

casos sin valores perdidos
para ninguna de la variable
dependiente o factor utilizado.

Sintaxis EXAMINE
VARIABLES=Rel_gastos
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Recursos Tiempo de procesador 00:00:00.22

Tiempo transcurrido 00:00:00.12

Resumen de procesamiento de casos

Casos
Válido Perdidos
N Porcentaje N Porcentaje
Rel_gastos 121 100.0% 0 0.0%

EXAMINE VARIABLES=Rend_2003
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Explorar

Notas
Salida creada 23-JUL-2019 21:07:15
Comentarios
Entrada Conjunto de datos activo ConjuntoDatos2
Filtro <ninguno>
Ponderación <ninguno>
Segmentar archivo <ninguno>
 N de filas en el archivo de 121
datos de trabajo

Manejo de valores perdidos Definición de perdidos Los valores perdidos definidos

por el usuario para variables
dependientes se tratan como
perdidos.

Casos utilizados Los estadísticos se basan en

casos sin valores perdidos
para ninguna de la variable
dependiente o factor utilizado.

Sintaxis EXAMINE
VARIABLES=Rend_2003
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Recursos Tiempo de procesador 00:00:00.16

Tiempo transcurrido 00:00:00.10

Resumen de procesamiento de casos

Casos
Válido Perdidos
N Porcentaje N Porcentaje
Rend_2003 121 100.0% 0 0.0%
EXAMINE VARIABLES=Rendimiento_trianual
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Explorar

Notas
Salida creada 23-JUL-2019 21:07:38
Comentarios
Entrada Conjunto de datos activo ConjuntoDatos2
Filtro <ninguno>
Ponderación <ninguno>
Segmentar archivo <ninguno>
N de filas en el archivo de 121
datos de trabajo
Manejo de valores perdidos Definición de perdidos Los valores perdidos definidos
por el usuario para variables
dependientes se tratan como
perdidos.

Casos utilizados Los estadísticos se basan en

casos sin valores perdidos
para ninguna de la variable
dependiente o factor utilizado.

Sintaxis EXAMINE
VARIABLES=Rendimiento_tria
nual
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Recursos Tiempo de procesador 00:00:00.17

Tiempo transcurrido 00:00:00.11

Resumen de procesamiento de casos

Casos
Válido Perdidos
N Porcentaje N Porcentaje
Rendimiento_trianual 121 100.0% 0 0.0%
EXAMINE VARIABLES=Rendimiento_quinquenal
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Explorar

Notas
Salida creada 23-JUL-2019 21:07:59
Comentarios
Entrada Conjunto de datos activo ConjuntoDatos2
Filtro <ninguno>
Ponderación <ninguno>
Segmentar archivo <ninguno>
N de filas en el archivo de 121
datos de trabajo
Manejo de valores perdidos Definición de perdidos Los valores perdidos definidos
por el usuario para variables
dependientes se tratan como
perdidos.

Casos utilizados Los estadísticos se basan en

casos sin valores perdidos
para ninguna de la variable
dependiente o factor utilizado.

Sintaxis EXAMINE
VARIABLES=Rendimiento_qui
nquenal
/COMPARE VARIABLE
/PLOT=BOXPLOT
/STATISTICS=NONE
/NOTOTAL
/MISSING=LISTWISE.

Recursos Tiempo de procesador 00:00:00.14

Tiempo transcurrido 00:00:00.12

Resumen de procesamiento de casos

Casos
Válido Perdidos
N Porcentaje N Porcentaje
Rendimiento_quinquenal 121 100.0% 0 0.0%
 Total
N Porcentaje
121 100.0%
 Total
N Porcentaje
121 100.0%
 Total
N Porcentaje
121 100.0%
 Total
N Porcentaje
121 100.0%
 Expense Ratio Return 2003 3-Yr Return 5-Yr Return

Media 1.34669421 Media 42.6214876 Media 7.74710744 Media

Error típico 0.04051568 Error típico 1.1851731 Error típico 0.88446656 Error típico
Mediana 1.27 Mediana 40.8 Mediana 7.6 Mediana
Moda 1.2 Moda 37.5 Moda -3.2 Moda
Desviación estándar 0.4456725 Desviación e 13.0369041 Desviación e 9.72913215 Desviación e
Varianza de la muestra 0.19862398 Varianza de l 169.960868 Varianza de l 94.6560124 Varianza de l
Curtosis 4.21679852 Curtosis -0.2828064 Curtosis -0.8209542 Curtosis
Coeficiente de asimetría 1.32579791 Coeficiente d 0.35003039 Coeficiente d 0.25004263 Coeficiente d
Rango 3.05 Rango 63.1 Rango 39.9 Rango
Mínimo 0.45 Mínimo 14.9 Mínimo -11.1 Mínimo
Máximo 3.5 Máximo 78 Máximo 28.8 Máximo
Suma 162.95 Suma 5157.2 Suma 937.4 Suma
Cuenta 121 Cuenta 121 Cuenta 121 Cuenta
Nivel de confianza(95.0%) 0.08021823 Nivel de conf 2.34656025 Nivel de conf 1.75118223 Nivel de conf
12.6024793
0.57426617
13.9
2.6
6.31692782
39.9035771
-0.593557
0.02617277
27.9
1.4
29.3
1524.9
121
1.13700704
 Expense
Fund Category Objective Assets Fees Ratio

ABN Amro Veredus Aggressive Growth N small cap Growth 473.3 No 1.40
Aegis Value small cap Value 425.0 No 1.50
AFBA Five star USA Global Institutional large cap Growth 39.4 No 1.08
Aim Basic Value A large cap Value 3544.9 Yes 1.33
Aim Opportunities I A small cap Growth 250.1 Yes 0.72
Aim Opportunities II A mid cap Growth 92.2 Yes 1.07
Al Frank mid cap Value 120.1 No 2.25
American Aavantage Small Cap Value Institutional small cap Value 88.9 No 0.82
American Century Value Inv. large cap Value 1925.5 No 1.00
American Century Small Cap Value Inv. small cap Value 933.4 No 1.25
Armada Small Cap value I small cap Value 836.0 No 1.20
Artisan Mid Cap mid cap Growth 4088.9 No 1.20
Artisan Small Cap Value small cap Value 881.4 No 1.21
Atalanta/Sosnoff large cap Growth 38.2 No 1.50
Atlantic Whitehall Growth Distributor large cap Growth 161.8 No 1.33
Babson Enterprise small cap Value 280.6 No 1.08
Bear Stearns Alpha Growth A large cap Growth 76.7 Yes 1.40
Bjurman, Barry Micro Cap Growth small cap Growth 933.0 No 1.59
Blackrock US Opportunities Inv. B mid cap Growth 45.1 No 2.67
Boston Partners Small Cap Value Inv small cap Value 286.0 No 1.79
Brazos Micro Cap Y small cap Growth 223.2 No 1.42
Bridgeway Micro Cap Limited small cap Value 72.1 No 1.90
Buffalo USA Global large cap Growth 74.7 No 1.04
Calamos Growth A mid cap Growth 4208.5 Yes 1.40
CGM Focus small cap Value 695.2 No 1.20
Chesapeake Core Growth large cap Growth 80.6 No 1.23
Clipper large cap Value 6556.4 No 1.07
CNI Charter RCB Small Cap Value R small cap Value 15.9 Yes 1.49
Columbia Acorn Select Z mid cap Growth 286.9 No 1.26
Columbia Small Cap Z small cap Value 929.2 No 0.90
Conseco Equity mid cap Growth 63.9 No 1.00
CRM Small Cap Value Institutional small cap Value 263.1 No 1.00
Delafield small cap Value 233.4 No 1.20
Dodge & Cox Stock large cap Value 26408.2 No 0.54
Dreyfus Growth & Value Midcap Value mid cap Value 1153.7 No 1.35
Ehrenkrantz Growth large cap Growth 1.6 No 3.50
Excelsior Value & Restructuring large cap Value 2556.2 No 0.99
Exeter Tax Managed large cap Growth 5.0 No 1.20
FBR Small Cap Value small cap Value 352.0 No 1.94
Fidelity Advisor Mid Cap T mid cap Growth 3227.0 Yes 1.26
Fidelity Contrafund large cap Growth 35008.0 No 0.99
Fidelity Discovery large cap Growth 625.9 No 0.97
Fidelity Growth Company large cap Growth 22374.0 No 1.08
Fidelity Low Priced Stock small cap Value 25016.0 No 1.01
Fidelity Trend large cap Growth 835.1 No 1.01
Fifth Third Micro Cap Institutional small cap Value 139.6 No 1.33
First American Small Cap Growth Opportunity Y small cap Growth 459.3 No 1.68
FMC StrategicValue small cap Value 56.4 No 1.30
FMI Focus small cap Growth 1152.4 No 1.47
Franklin Microcap Value small cap Value 342.1 Yes 1.18
Fremont U.S. Micro Cap small cap Growth 595.7 No 1.61
Gabelli Equity Income large cap Value 282.9 No 2.09
Goldman Sachs Small Cap Value small cap Value 750.2 Yes 1.51
Growth Fund of America A large cap Growth 45421.1 Yes 0.76
Heartland Value small cap Value 2183.4 No 1.29
Hennessy Cornerstone Growth small cap Growth 898.4 No 1.27
Hotchkiss and Riley Midcap Value I mid cap Value 363.8 Yes 1.15
Hotchkiss and Riley Smallcap Value I small cap Value 239.3 Yes 1.22
Icap Select Equity large cap Value 62.8 No 0.80
ICM/Isabelle Small Cap Value Inv. small cap Value 62.9 No 1.71
J. P. Morgan Mid Cap Value I mid cap Value 300.4 No 0.75
Janus Adviser Core equity I large cap Growth 38.0 No 1.60
Janus Adviser Growth and Income I large cap Growth 261.8 No 1.22
Janus Mid Cap Value Inv mid cap Value 1596.1 No 1.17
Janus Small Cap Value Inv small cap Value 1683.1 No 1.17
Jensen large cap Growth 1616.7 No 0.90
John Hancock Classic Value A large cap Value 108.0 Yes 1.75
Longleaf Partners large cap Value 7313.2 No 0.91
Matrix Advisors Value large cap Value 187.7 No 0.99
Meridian Value mid cap Value 1798.4 No 1.11
Merrill Lynch Master Small Cap Value B small cap Value 896.0 No 2.10
MFS Strategic Value A large cap Value 505.5 Yes 1.45
MTB Small Cap Growth A small cap Growth 82.5 Yes 1.33
Munder Microcap Equity A small cap Growth 108.9 Yes 1.98
N/I Numeric Investors Small Cap Value small cap Value 198.5 No 1.55
Needham Growth mid cap Growth 367.1 No 1.75
Neuberger Berman Genesis Inv small cap Value 1269.6 No 1.08
Oakmark Select I large cap Value 5498.1 No 1.02
Pacific Capital Small Cap Y small cap Value 106.0 No 1.35
Parnassus Income Equity Income large cap Value 595.2 No 0.96
Perkins Discovery small cap Growth 8.5 No 2.50
Perritt Microcap Oppoutunities small cap Growth 156.6 No 1.60
PIMCO PEA Renaissance A mid cap Value 1648.2 Yes 1.25
PIMCO PEA Value C large cap Value 417.1 No 1.85
Pioneer Small Cap Value A small cap Value 201.5 Yes 1.65
Royce Low Priced Stock small cap Value 2925.6 No 1.49
Royce Micro-cap Inv small cap Value 427.0 No 1.49
Royce Opportunity Inv small cap Value 1255.3 No 1.17
Royce Select small cap Value 22.7 No 1.01
Royce Special Equity small cap Value 682.7 No 1.20
Royce Trustshares Inv small cap Value 32.5 No 1.49
RS Contrarian Value mid cap Value 285.0 No 1.67
RS Partners small cap Value 709.1 No 1.88
Santa Barbara Bender Growth Y large cap Growth 19.8 No 2.00
Schwab US Marketmasters large cap Growth 173.5 No 0.75
Scudder Micro Cap Inv small cap Growth 20.1 No 1.74
Security Mid Cap Value A mid cap Value 147.0 Yes 1.65
State Street Research Aurora A small cap Value 1964.6 Yes 1.55
Strong Advisor Small Cap Value Z small cap Value 1114.9 No 1.50
Strong Large Company Growth Inv large cap Growth 79.2 No 1.30
Sun America Focused Large Cap Growth II large cap Growth 553.1 Yes 2.21
T. Rowe Price Value large cap Value 1366.6 No 0.95
T. Rowe Price Small Cap Value small cap Value 3192.1 No 0.89
TCW Galileo Dividend Focused N large cap Value 32.5 Yes 1.15
TCW Galileo Opportunity N small cap Value 24.5 Yes 1.31
TCW Galileo Select Equity I large cap Growth 1978.0 No 0.86
TCW Galileo Value Opportunities I mid cap Value 610.3 No 1.15
Tocqueville Alexis large cap Value 72.7 No 1.38
Tocqueville Small Cap Value small cap Value 77.1 No 1.44
Touchstone Large Cap Growth A large cap Growth 59.5 No 1.49
Turner Small Cap Value small cap Value 459.4 No 1.27
Undiscovered Managers Behavioral Value Instit. small cap Value 43.8 No 1.40
Value Line Emerging Opportunities small cap Growth 207.9 No 1.36
Vanguard Capital Opportunity mid cap Growth 5294.1 No 0.58
Vanguard Primecap large cap Growth 18163.2 No 0.51
Vanguard Windsor Inv. large cap Value 14120.9 No 0.45
Wasatch Growth large cap Value 242.0 Yes 1.12
Wasatch Microcap small cap Growth 561.7 No 2.24
Wasatch Small Cap Growth small cap Growth 1287.4 No 1.25
Wasatch Small Cap Value small cap Value 718.4 No 1.78
Wasatch Ultra Growth small cap Growth 607.3 No 1.57
Return 3-Yr 5-Yr Best Worst
2003 Return Return Risk Quarter Quarter

44.5 -11.1 13.1 high 44.7 -21.7

35.1 24.6 18.0 low 21.0 -9.2
37.5 -3.5 5.1 average 19.5 -21.9
33.8 1.0 10.3 average 21.1 -20.8
39.2 -1.7 14.4 high 38.0 -18.1
29.6 -6.9 14.4 average 31.4 -19.1
78.0 19.5 23.6 average 34.3 -27.8
50.8 20.8 14.5 average 24.9 -20.9
28.3 7.6 7.4 low 18.5 -16.3
35.8 15.7 15.9 low 18.6 -19.0
38.2 12.0 14.8 low 19.3 -17.8
31.8 -1.0 13.9 average 37.7 -22.5
40.2 14.7 15.6 low 21.4 -16.4
26.7 -4.6 3.4 average 33.5 -16.0
31.9 -5.8 2.6 high 22.4 -21.1
50.5 23.3 13.5 low 18.9 -20.2
27.2 5.5 5.3 low 18.8 -13.1
66.9 18.1 29.3 average 37.9 -19.0
46.1 -9.1 15.0 high 68.9 -25.7
52.6 23.6 23.6 low 29.2 -21.2
62.4 0.8 15.2 high 36.6 -24.0
62.4 20.1 21.9 average 35.7 -20.5
36.1 -3.2 5.5 average 21.2 -19.6
42.3 3.4 19.1 average 48.3 -15.3
66.5 25.9 27.0 high 44.4 -21.3
42.4 -1.8 7.4 average 36.1 -21.6
18.0 6.4 9.0 low 17.3 -12.3
47.7 16.8 15.2 low 27.7 -20.2
30.4 9.1 13.0 low 17.6 -11.3
38.3 13.6 12.6 low 19.6 -17.7
37.5 2.2 9.4 average 38.9 -19.6
48.7 14.9 14.6 low 27.4 -19.3
37.4 18.4 15.3 low 28.0 -18.3
31.5 8.1 10.8 low 16.6 -15.8
57.5 6.7 13.8 high 29.5 -23.2
53.5 -0.6 2.5 low 28.3 -14.7
47.4 2.3 10.1 average 28.0 -19.4
26.3 -2.0 7.1 low 21.0 -15.4
45.7 25.6 16.5 low 30.9 -13.4
43.7 0.4 12.2 average 28.3 -21.9
27.9 0.3 2.1 low 17.5 -13.2
19.7 -3.2 2.6 average 33.8 -16.0
41.4 -11.1 2.6 high 44.5 -26.5
40.5 17.9 14.4 low 21.3 -17.0
27.4 -4.3 1.7 average 24.9 -17.0
67.6 27.3 19.1 low 31.7 -20.7
59.3 7.7 24.2 high 70.8 -25.4
29.1 14.6 14.7 low 16.2 -12.0
48.1 5.7 16.5 average 37.7 -23.0
35.9 25.0 15.5 low 16.4 -14.7
56.6 3.4 15.8 high 49.7 -23.2
27.6 4.8 5.6 low 15.7 -13.5
42.8 16.7 15.5 low 30.1 -17.3
32.9 -3.2 6.2 average 25.1 -20.6
68.6 23.1 18.3 low 35.4 -20.3
45.8 15.1 15.8 low 32.0 -13.7
54.9 16.8 21.4 low 26.4 -20.6
61.9 28.8 19.0 low 25.7 -18.1
40.3 1.2 7.2 low 16.3 -19.1
41.4 8.3 15.3 average 31.8 -29.1
30.3 -3.2 5.5 average 21.2 -19.6
23.6 -4.1 1.4 average 24.2 -15.3
23.9 -4.6 4.8 average 38.2 -15.3
39.1 13.2 16.6 low 21.3 -17.7
36.6 10.5 13.9 low 24.6 -22.6
15.8 1.0 7.0 low 13.3 -12.4
35.8 12.4 14.0 low 30.7 -18.8
34.8 10.6 9.5 low 16.7 -15.3
44.4 8.5 12.7 average 25.1 -20.3
34.7 9.2 18.8 low 25.0 -14.8
40.6 10.9 14.2 average 28.1 -21.5
27.2 2.2 11.2 low 20.4 -19.1
53.8 1.4 17.5 high 82.1 -23.6
64.3 25.9 20.6 low 36.1 -16.2
46.1 3.4 19.1 average 48.3 -15.3
47.3 1.4 7.0 low 17.4 -16.2
31.7 -1.8 7.4 average 36.1 -21.6
28.9 10.1 12.8 low 21.9 -18.6
55.3 17.0 16.4 average 32.7 -18.5
14.9 14.8 16.9 high 49.2 -26.1
67.9 14.4 19.6 average 62.9 -19.8
62.0 15.4 15.8 average 50.9 -17.9
58.5 23.2 15.3 low 18.1 -10.1
42.8 8.6 9.2 low 12.3 -8.9
37.0 -0.6 2.5 low 28.3 -14.7
43.9 5.3 5.0 low 14.9 -10.9
48.0 9.4 15.3 low 31.6 -14.4
71.2 0.3 2.1 low 17.5 -13.2
46.1 -3.2 2.6 average 33.8 -16.0
27.3 2.7 7.2 average 28.4 -16.8
37.5 1.7 6.9 average 26.5 -16.0
66.0 5.7 16.5 average 37.7 -23.0
63.6 0.4 12.2 average 28.3 -21.9
47.4 13.8 13.3 low 12.8 -8.8
38.6 9.0 15.4 average 21.5 -18.7
40.8 27.3 19.1 low 31.4 -20.7
51.5 15.2 13.3 low 10.9 -8.6
49.7 11.6 20.1 low 22.4 -23.8
48.0 17.9 21.5 low 25.8 -17.7
25.4 -2.7 6.9 average 30.0 -13.2
40.4 -3.3 2.6 high 31.6 -16.7
29.6 0.4 7.6 low 16.6 -15.3
35.9 3.0 6.4 low 11.9 -10.2
29.1 4.6 9.2 low 16.8 -14.6
50.0 9.7 18.7 low 23.8 -19.7
50.3 -5.5 2.1 high 31.2 -25.8
49.0 13.1 19.2 average 30.1 -25.7
20.8 -0.1 5.6 low 13.9 -13.2
61.2 14.1 17.2 average 38.9 -22.4
35.6 -8.7 2.7 high 40.0 -28.0
45.4 13.6 15.2 average 26.6 -22.4
61.5 14.5 17.2 average 36.2 -23.5
33.6 5.9 15.6 average 39.2 -13.9
49.5 -0.9 17.3 average 37.6 -23.9
37.6 -3.6 5.1 average 19.9 -21.7
36.5 3.5 6.3 average 18.8 -20.2
35.3 -4.4 7.3 average 16.7 -16.6
47.4 22.4 25.5 low 30.1 -19.3
37.3 9.2 15.1 high 32.0 -16.4
54.6 19.8 22.6 low 26.7 -28.0
44.2 11.2 13.9 high 36.4 -19.9
 RELACIÓN DE
GASTOS EN Return 3-Yr 5-Yr
PORCENTAJE 2003 Return Return
MEDIA 1.35 42.62 7.75 12.60
MEDIANA 1.27 40.80 7.60 13.90
Primer cuartil 1.07 1.07 1.07 1.07
Tercer cuartil 1.55 1.55 1.55 1.55

MINIMO 0.45 14.90 -11.10 1.40

MAXIMO 3.50 78.00 28.80 29.30
RANGO 3.05 63.10 39.90 27.90
VARIANZA 0.1986239807 169.96087 94.656012 39.903577
DESVIACIÓN ESTANDAR 0.4456725039 13.036904 9.7291322 6.3169278
COEFICIENTE DE VARIACIÓN 0.3309381588 0.3058763 1.2558406 0.5012448