Equity fund vs mutual fund
[DOC File]Asset-based style factors for hedge funds
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The sample includes all fund classes in existence from Lipper’s General Equity, World Equity, and Fixed-Income categories as of year-end 1997. The Lipper database is unique in that it includes information on all of our control variables except those related to corporate ownership of the fund.
[DOC File]FINA 4397: Investment and Mutual Fund Management
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If the fund is not diversified or if you or your family, or both, own more than 5 percent of the fund’s equity, you should treat the fund’s holdings as indirect financial interests. The following is an illustration. Suppose ABC Mutual Fund, a diversified mutual fund, owns shares in a client, XYZ, and. ABC Mutual Fund’s net assets are ...
[DOC File]Start-Up and Emerging Funds – Avoiding Pitfalls [and …
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Location-where a mutual fund invests within the asset class-dictates style.8 Second, mutual fund positions are a matter of public record.9 Third, although the returns of mutual fund peer groups are affected by survivorship bias, a large body of research literature (Malkiel 1995, for example) can help investors deal with this problem.
[DOCX File]Abstract
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FINA 4397: Investment and Mutual Fund Management. Tentative Course Outline - Spring 2005 (Section 00498) meeting day date topic suggested readings ... 16 M 21-Mar Equity Valuation Models, cont. Chapter 18 17 W 23-Mar Equity Valuation Models, cont. Chapter 18 18 M 28-Mar Mid-term 2 Chaps. 18-19 & notes 19 W 30-Mar Mutual Funds and Other ...
The Difference Between Private Equity and Mutual Funds | The Con…
In fact, the best hedge fund managers far outperform the best mutual fund managers. Before we go too far into finding the best, we will look at the source of our information. As with mutual funds, we will grade the performance of hedge fund managers on how they did compared to the S&P 500.
[DOCX File]There is overlap between this section and the Mutual Fund ...
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Investment companies and mutual funds. Characteristics of investment companies. NAV (net asset value) Open-end funds vs. closed-end funds. Load funds vs. no-load funds. Low-load funds. Redemption fee (back-end load) and other fees. 3. Types of mutual funds. 4. Mutual fund performance . 5. Investing in mutual funds. 6. Homework problems and ...
[DOC File]AICPA Plain English Guide to Independence
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Private vs. Public Fund – Don’t want to be a public fund. Illegal to Offer Your Fund on the Internet, IPO.Net and Lamp Technologies apply to brokered funds only. No Cold Calls, No Advertising . Plant an article about your fund in a news publication, then it’s an illegal general solicitation. If they contact you for interview, perhaps not.
[DOC File]A Empirical Analysis of Finnish Mutual Funds Expenses and ...
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The findings of Fama and French imply that the three-factor model is incrementally useful in explaining mutual fund returns if fund managers are significantly engaging in different investment strategies, such as investing in small vs. large cap stocks or value (high book-to-market equity) vs. growth (low book-to-market equity) stocks.
[DOC File]Chapters 1&2 - Investments, Investment Markets, and ...
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Example on return of a mutual fund, problem 4-21 on page 105. At the start of the year: $200 million in assets with no liabilities and 10 million shares outstanding . At the end of the year: dividend income $2 million; no capital gains distribution; fund price rises by 8%, and 1% of 12b-1 fees is charged at the end of the year . Answer: NAV0 = $20
[DOC File]Chapters 1&2 - Investments, Investment Markets, and ...
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Apap, Antonio, and John M. Griffin, 1998, The impact of expenses on equity mutual fund performance, Journal of Financial Planning 11, 76-81. Arshanapalli, Balla, T. Daniel Coggin, and John Doukas, 1998, Multifactor asset pricing analysis of international value investment strategies, The Journal of Portfolio Management 24, 10-23.
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