Inverse mutual funds list
[PDF File]Leveraged and Inverse ETFs - Financial Advisor
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in leveraged and inverse funds For more information, please refer to “Understanding Returns of Leveraged and Inverse Funds” in the September/October 2009 issue of Journal of Indexes .
[PDF File]PDF Important Information about Leveraged and Inverse ...
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Leveraged and inverse exchange traded funds (ETFs), exchange traded notes (ETNs) and mutual funds (collectively referred to as “funds”) are typically designed to achieve their stated performance objectives on a daily basis, and some investors might invest in these funds with the expectation that these funds may
[PDF File]Leveraged ETFs, Holding Periods and Investment Shortfalls
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UltraBull (ULPIX) and UltraBear (URPIX) open-end mutual funds, which leverage up and invert the daily returns to the S&P 500 respectively, were first offered in 1997. Like leveraged and inverse ETFs, these mutual funds rebalance their portfolios to re-establish their target exposure ratios at the end of each day.
[PDF File]Horizons ETFs Launches World’s First Leveraged and Inverse ...
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The ETFs are very different from most other exchange-traded funds. The ETFs are alternative mutual funds within the meaning of National Instrument 81-102 Investment Funds (“NI 81-102”), and are permitted to use strategies generally prohibited by conventional mutual funds, such as the ability to invest more than 10% of
[PDF File]Understanding Returns Of Leveraged And Inverse Funds - JOI ...
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in which leveraged and inverse ETFs and mutual funds are utilized. Staying Aligned With The Daily Target Most leveraged and inverse ETFs and mutual funds are designed to provide a target multiple (positive or negative) of index returns for one day (before fees and expenses). The manager of the fund typically holds stocks, index futures, swaps ...
[PDF File]Leveraged and Inverse ETFs - Advisor Perspectives
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The use of exchange-traded funds (ETFs) has exploded recently, to the benefit of investors. The structure of ETFs operate more tax efficiently than mutual funds. They also generally have lower operating costs than a mutual fund, resulting in lower expense ratios. Within the ETF world, leveraged and inverse ETFs have also exploded in popularity.
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