Performance Evaluation of Finnish Mutual Funds

The Vanguard Group offers an array of mutual funds, exchange-traded funds, brokerage, and asset management. When choosing and comparing mutual funds, there are characteristics that you need to first evaluate. This paper will review five different categories of mutual funds that Vanguard Group offers its investors.

For the study purpose the daily changes in performance of Mutual funds were analyzed in relation to other Mutual fund company and also to the daily volatility in the National Stock Exchange of India benchmark Index (NIFTY) and national stock exchange and Bombay national exchange

A mutual fund is the ideal investment vehicle for today's complex and modern financial scenario. Markets for equity shares, bonds and other fixed income instruments, real estate, derivatives and other assets have become mature and information driven. Price

Specialty funds-These funds invest in equities or fixed income securities in a specific region, or a specific sector. Or, they may focus on an emerging market, or a theme like socially responsible investing. These funds sometimes have very high earnings. At the same time, there is a very great risk that you could lose

Management: Fund management is a fairly creative and personality-oriented activity. This may not be true for some types of schemes like short-term fixed-income schemes and, of course, index schemes, but equity investment is more of an art than a science. When you are buying a scheme because you like its track record (and unless you can foresee the future, that’s the only way to buy a fund), what you are actually buying is a fund manager’s (or sometimes a fund management team’s) track record.

During the decade of the 1990’s through the year 2001 there were some major shifts in the deployment of investment assets. Based on a variety of measures, mutual funds grew dramatically as vehicles for investing in portfolios of stock. Specifically net cash flows into equity funds grew from $13 billion in 1990 to $310 billion in the year 2000.1 During that same period the number of equity funds rose from 1,100 to 4,395, while the number of accounts in those funds increased from 22 million to 162 million. The cumulative effect of the new money injected into equity funds, together with reinvestment of dividends, plus the attendant stock price appreciation has produced a phenomenal

In this modern world of globalization, well and properly planned portfolio is very important and a success story to any investor. As a private or an individual investor its best for you to determine the right assets allocation, that best fit to your personal investment goals and strategies. As a matter of fact the portfolio you choose should meet your future needs for huge capital growth, with a promise of peace of mind.

A mutual fund is a group of stocks and/or bonds put together, to be invested in as one, and similarly to stocks, investors own shares, which signify a partial ownership on the fund.

When an investor decides that they are ready to invest it can be over whelming. It has been reported that there are approximately 20,000 mutual funds available to choose from. To make it even trickier there are “types” of mutual funds. I will briefly explain what the seven most common funds are. The number one choice for many investors are money market funds. Investors in this category are normally very risk averse and have this account mostly for retirement purposes. These funds will invest in short-term fixed income securities, to include, government bonds, bankers’ acceptances, treasury bills and many other low risk investments. Of course with these low risk investments there are low returns to be expected. Generally why an older person who is not looking to gamble in the mutual

We have seen many evolutions in the stock market since its inception. Mutual funds have lasted through many of the changes we have seen over time and show no real sign of faltering. Below you will find a brief description of the various types of mutual funds currently on the market.

Financial markets are constantly becoming more efficient by providing more promising solutions to the investors. Being a part of financial markets although mutual funds industry is responding very fast by understanding the dynamics of investor’s perception towards rewards, still they are continuously following this race in their endeavor to differentiate their products responding to sudden changes in the economy. Thus, it is high time to understand and analyse investor’s perception and expectations, and unveil some extremely valuable information to support financial decision making of mutual funds. Financial markets are becoming more exhaustive with financial products seeking new innovations

It is open-ended funds which normally invest in short-term securities, usually one year, for example treasury bills or Government bonds. Money market funds are greatly recognize as being really safe and give a great

Fund performance is measured through several benchmarks models that include the domestic four-factor model, Capital Asset Pricing Model, Jensen’s Alpha model and the Fama-French 3 factor model. These models of calculating the performance of mutual funds considers both domestic and foreign because Hong Kong is host to several foreign mutual fund companies that influence

Our target customers will particularly be the small and medium investors who are unable to avail such services as most of the financial and advisory firms mostly deal with the big ticket investors and thus the small investors have no choice but to invest their assets in passive funds in investment management companies or mutual funds companies which are subjected to index and fund manager’s performance and thus may not bring expected returns. However recent evidence of systematic departures of asset prices in the from equilibrium values, as envisaged under the market efficiency, has renewed interest in ‘active’ fund management and investment advisory services and which entails that optimal selection of stocks, and the timing of

Mutual Fund have emerged as strong financial intermediaries and have helped in increasing the growth of Indian economy. Mutual Fund have provided financial stability and rationalised the resource allocation process. The Mutual Fund industry has grown from a monopoly market to a competitive market through the following phases:-