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[DOCX File]BM 410-1 Day One Notes and Objectives
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Understand the advantages, disadvantages, types and classes of mutual funds Understand how to calculate mutual fund returns We did Case Study #6-1: Before Tax and After-tax Portfolio Returns to show how to calculate mutual fund returns and the impact of taxes on a portfolio of Funds (use Learning Tool 33 – Calculating After-tax Returns)
difference between mutual fund classes

[DOC File]Table: Comparison of Fund Holdings with Worldscope Database
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In the Pacific/Asia excluding Japan sample of funds, we exclude 11 funds that invest 90 percent or more of their assets in 3 or less countries. We also exclude multiple classes of the same emerging market mutual fund. Certain funds have multiple classes that have identical portfolio holdings but …
mutual fund share class differences

[DOC File]Introduction - Furman University
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However, when all classes of an MS fund are aggregated together at the portfolio level, Smythe (1999) finds that there is no difference in size between the average fund with only one class and the average portfolio size for an MS fund.
different classes of mutual funds

[DOCX File]TT23 – Investment Policy: Individual Investor
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Investments 6: Mutual Fund Basics - Financial Plan Assignment. Your assignment now is to gain an understanding of how mutual funds can give you exposure to the major asset classes. How have mutual funds performed versus the individual securities that mutual funds comprise? What do mutual funds add to a portfolio? What disadvantages do mutual ...
mutual fund class a shares

[DOCX File]TMC Business
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What is the difference between an open-end and a closed-end mutual fund? ... A document provided by mutual fund that describes in some detail the characteristics of this mutual fund. ... Misc other classes. Institutional shares have a variety of combinations of fees and loads.
mutual fund f share

Difference in mutual fund classes