Different mutual fund classes
[DOC File]Table: Comparison of Fund Holdings with Worldscope Database
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National Mutual Fund (NMF). Table 1 : Asset Classes and their respective benchmarks. Asset Class Benchmark Cash Bank Rate Fixed Income Securities Treasury Bills Equity (Local) Semtri Foreign Investment MSCI World Index Table 1 shows the different asset classes and their respective benchmarks.
[DOC File]Assessing The Contribution Of Asset Allocation To ...
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Additionally, with the increasing number of new fund objectives and share classes, the task of choosing mutual funds for clients can be overwhelming. Yet little is known about the mutual fund selection process of financial advisors.
[DOCX File]TT23 – Investment Policy: Individual Investor
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Even though different classes of the same MS fund have some unique characteristics, there is likely to be some correlation across fund classes. Specifically, one board oversees the entire fund, and the operational characteristics of all classes are the same (i.e., the turnover ratio is the same for each class of an MS fund).
The ABCs of Mutual Fund Classes
The different classes are referred to as “tranches,” with each tranche structured to have different expected risk, return, and maturity characteristics. ... An open-end mutual fund (registered with the SEC) that must comply with the SEC’s “Rule 2a-7,” which imposes certain restrictions, such as a requirement that the fund’s board ...
[DOC File]Multiple Classes - Rutgers University
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There are four different asset classes for equities or stocks that I have data for. Large capitalization stocks are the largest and biggest companies, generally with market capitalization (or shares outstanding times share price) of over $10 billion dollars. ... Investments 6: Mutual Fund Basics - Financial Plan Assignment.
[DOC File]Introduction - Furman University
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Financial Advisors and Mutual Fund Selection. ... thereby giving advisors more flexibility to choose funds for different asset classes from a broader range of choices. The final characteristics used to make fund investment decisions that can be compared across studies relate to costs. Advisors report that loads and 12b-1 fees are relatively ...
[DOCX File]Explanation of Investment and Deposit Types
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Mutual funds with several classes have had their classes combined into a single observation. The “typical” side-by-side manager simultaneously managed 1 hedge fund and 2 mutual funds, though we have managers ran as many as 14 mutual funds or as many as 9 hedge funds. ... As a result, hedge fund returns exhibit risk characteristics that are ...
[DOC File]A Mutual Fund is a trust that pools the savings of a ...
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Please Note: Each mutual fund is different and specific fees and charges may be referred to by different names. This summary is intended to be a general overview. ... Some Product Sponsors offer multiple structures of the same product (e.g., mutual fund share classes) with each option having a unique expense structure, and some having lower ...
[DOC File]Financial Advisors and Mutual Fund Selection
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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 different fee structures.
[DOC File]Financial Advisors and Mutual Fund Selection
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Hence, the Mutual Fund comes out with different schemes, each with a different investment objective. ... “To be the most preferred and the largest fund house for all asset classes, with a consistent track record of excellent returns and best standards in customer service, product innovation, technology and HR practices. ...
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