Mutual funds with 12 average
[PDF File]Closed-End Funds vs Mutual Funds - BlackRock
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5-Year Annualized Total Return of CEFs & Mutual Funds Lipper Classifications (as of 12/31/2019) Performance of Closed-End Funds vs. Mutual Funds 4 +104 bps +150 bps-112 bps-37 97 Source: Lipper LANA. Data as of 12/31/2019. Returns show the median NAV return for CEFs and the median NAV return for Mutual Funds.
[PDF File]Geometric Average Capitalization - Morningstar, Inc.
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geometric average capitalization is $6.8 billion, which better reflects the fund’s mix of investments, including 44% of assets in mid- and small-cap stocks. Methodology The geometric average capitalization for a fund is the geometric mean of the market caps of all the stocks in the portfolio.
[PDF File]THE TOP SUSTAINABLE MUTUAL FUNDS
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THE TOP . SUSTAINABLE. MUTUAL FUNDS. Barron’s. selected the 203 U.S. large-company, actively managed funds with the most sustainable portfolios, and ranked them by one-year returns. Of the 203, 37% or 76 funds beat the Stan-dard & Poor’s 500 index’s 18.6% return in the year ended Sept. 30.
[PDF File]Picking the right ETF: What to know, what to avoid
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*Source: Morningstar, as of 12/31/18. Average number of mutual funds that paid a capital gain distribution each year over 5 years. Universe includes all U.S. open ended mutual funds, oldest share class used. Universe includes all funds incepted before 10/31 in each year and excludes funds that closed before 10/31 in each year.
[PDF File]Chapter Objectives Chapter 12. Mutual Funds and Other ...
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Chapter 12. Mutual Funds and Other Pooling Arrangements Chapter Objectives To understand why pooling instruments are important alternatives to direct investing To identify the important characteristics of open-end and close-end mutual funds To be able to evaluate a mutual fund with a …
Northern Small Cap Value Fund Fact Sheet
MUTUAL FUND among 387 Small Value funds derived from a weighted average of the fund's 3- 5- and 10-year risk-adjusted returns as of 12/31/19.¹ NORTHERN FUNDS SMALL CAP VALUE FUND Investment Objective The Fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. Investment Approach
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