Mutual Funds Classifications, fees, quotations doc

... investment account into a fund with low fees. © 2009-2012, Gary R. Evans 1 Mutual Mutual FundsFunds Classifications, fees, quotations © 2010-2012, Gary R. Evans. May be used only for non-profit ... For index funds, 0.50% or below. For conventional equity funds, like growth or value funds, 1% or below. For specialized sector funds, 1% or below. For bond funds like trea...

Ngày tải lên: 23/03/2014, 12:21

... comp anies generating Figure 8.3 Funds that follow absolute-value strategies. Third Avenue Value Longleaf Partners Oakmark Oakmark Select Mutual Shares Mutual Qualified Mutual Beacon Kemper-Dreman ... interest-rate crusade in , value funds lost as much or more money than growth funds. See Figure . and Figure . for our favorite value funds. Understanding Growth Funds Val...

Ngày tải lên: 10/12/2013, 10:15

... I hear money market funds often brought up. My comments today are going to focus on prime money market funds, as opposed to government funds or tax-free funds. Prime funds hold a mix of short-term ... embedded in many prime money market mutual funds is substantially greater than the credit risk in U.S. government-only funds. The 2008 run on money market funds that began wi...

Ngày tải lên: 19/02/2014, 14:20

... excess return form. 7 Wermers (2002) documents a significant amount of style drift for mutual funds over time. 1 – Mutual Funds 4-13-11 Mutual Funds by Edwin J. Elton* Martin J. ... timing measure. 2 – Mutual Funds 4-13-11 1. Introduction Mutual funds have existed for over 200 years. The first mutual fund was started in Holland in 1774, but the first...

Ngày tải lên: 19/02/2014, 09:20

... of funds, their shareholders, directors, and advisers. Notes 1 Stock funds includes both equity mutual funds and balanced/ hybrid mutual funds. Balanced and hybrid funds that are funds of funds ... percent of the assets of funds of funds are in hybrid funds of funds, which are funds that invest in a mix of stock, bond, and hybrid mutual funds. FIGURE 10 Money...

Ngày tải lên: 19/02/2014, 15:20

... Investment Company Institute and iMoneyNet Funds of Funds Funds of funds are mutual funds that invest in other mutual funds. 7 The market for funds of funds has expanded considerably in recent ... NO. 2 WHAT’S INSIDE 2 Mutual Fund Expense Ratios Continue to Decline 2 Equity Funds 4 Hybrid Funds 5 Bond Funds 6 Index Funds 9 Money Market Funds 11 Funds of Fun...

Ngày tải lên: 19/02/2014, 15:20

... supported funds. Direct support alone totaled at least $4.4 billion, provided to at least 78 of the 341 funds reviewed. Support for these 78 funds occurred in 123 instances with 32 funds receiving ... http://federalreserve.gov/pubs/feds/2010/201051/201051pap.pdf Moody’s report, “Sponsor Support Key to Money Market Funds , August 2010. http://www.moodys.com/researchdocumentconten...

Ngày tải lên: 19/02/2014, 15:20

... growth funds, growth midcap funds, growth and income funds, growth funds, and small company growth funds) . Our sample of French mutual funds has an exception from other European mutual funds, ... larger funds and fund families, index funds, funds of funds, guaranteed funds, and funds that require a higher minimum investment. Geranio and Zanotti (2005) conducted resear...

Ngày tải lên: 16/03/2014, 17:20

... annual return. A Guide to Understanding Mutual Funds 23 How to Read a Mutual Fund Fee Table There are two basic types of costs associated with mutual funds. Some funds charge shareholder fees when ... guide to Understanding Mutual Funds A mutual fund is a type of investment company that invests in a diversified portfolio of securities. 18 A Guide to Understanding Mutual...

Ngày tải lên: 23/03/2014, 11:20

... with nonindex funds are very similar to the base case. The Review of Financial Studies / v 21 n 6 2008 2406 Unobserved Actions of Mutual Funds 6.3 Market impact The trades of mutual funds might ... 6 2008 2394 Unobserved Actions of Mutual Funds We observe that funds with the least favorable past return gaps (decile 1) tend to significantly underperform funds with the most fav...

Ngày tải lên: 30/03/2014, 12:20