Mutual Funds Essay

Funds: Hedge and Mutual- Who and What They Are Ever since their creation in 1949 by A. W. Jones, hedge funds have been widely regarded as a unique and luring alternative to investing ones money. Some have seen them as a replacement to the well-known mutual fund- while others believe that they are an entirely new domain. Besides defining both the hedge fund and mutual fund, this paper aims to expose the answer to a deeper question: Are hedge funds REALLY different than a mutual fund, and if so

Hypothesis: Ho: closed ended mutual funds are showing good performances in the Pakistani stock market compared with KSE 100 index. H1: closed end mutual fund performance are not in the Pakistani stock market, compared with KSE 100 index. Methodology: Data and sample collection: The sample is taken from the narrow range of closed ended mutual funds and the period used to collect data is from July 2009 to June 2013 and the benchmark that we’ve used is KSE 100 index. Five ratios have been used to analyze

Financial Analysis and Research of Mutual Fund GEQZX Financial Screening Research The Equity Index Fund (GEQZX) is a Biblically Responsible Investment (BRI) fund created by GuideStone Funds. The objective stated in the prospectus is to gain the same performance as the S&P 500 Index by investing in the same components. The screening process is to recreate the S&P 500 by investing in the same assets which include 486 different holdings. All of the companies in the mutual fund will have the same weight as

1.0 CHAPTER ONE 1.1 Introduction A mutual fund and also known as unit trust can be defined as a form of collective investments that allows the investors which have similar investment objectives to pool their funds to be invested in a portfolio of securities or other assets. The fund managers will invest the pooled funds in the portfolio fund, particularly include some assets like cash, bonds, deposits, stocks, commodities and also properties parallel to the fund’s objectives. Each investor owns shares

1.1. Research Purpose: When an investor considers to investment money, the first challenge that almost every investor face is numerous options to choose from stocks, bonds, mutual funds & so on. “Equity is one the key asset class which beats inflation in the long run.” (The Times of India, 5th Feb 2015). “Equity mutual funds help investors generate better inflation-adjusted returns, without spending a lot of time and energy on it. While most people consider letting their savings 'grow ' in a bank

management of Fidelity’s Magellan mutual fund from 1977 to 1990, his retirement, Peter Lynch has been regarded as one of Wall Street’s greatest legendary investors. A year after graduating from the Wharton School of the University of Pennsylvania with a Master of Business Administration in 1968, he began working for Fidelity Investments where he had previously been hired as an intern in the summer of 1966. While at Fidelity, Lynch managed to successfully increase the Magellan Fund from $20 million with only

A mutual fund can be best explained as a pool of investors operating under the guidance of a fund manager who helps them to purchase a diverse portfolio of stocks or bonds. Mutual funds are rated as highly cost efficient and very easy to invest in. Since a mutual fund is characterized as having diverse investors and diverse portfolio with many transactions, they help to do the purchasing at a much lower cost than if the investor would have done it individually. A mutual fund can either be open ended

Financial Analysis and Research of Mutual Fund GCEQX The purpose analyses is based on the Green Century Funds. In this mutual fund involves with the environment and has organized with other companies to help the environment. How to support the environment stablility. This will be the reason the investors would use the funds to help society and will be on climate change. The overview of this paper us the GCEQX has a long-term total return, which involves in stocks. The fund uses the environmental, social

INDIAN MUTUAL FUND INDUSTRY: CHALLENGES AND FUTURE PROSPECTS Ms.Renu Introduction India has been the fastest growing markets for mutual fund industry. With progressive liberalization of economic

risk indicators of two mutual fund managers. After transforming the returns of the mutual funds into the same data-scale with the other variables, we employ a statistically rigorous factor analysis procedure to identify the risk-adjusted performance of each mutual fund. Then, we apply Chow(1960) tests to investigate possible investment strategy similarities and potential structural breakpoints. 2. Modelling and Analysis The first model used to evaluate risk-adjusted fund performance was based on