Mutual fund research websites
[DOC File]AF OUTLINE - Kellogg School of Management
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When choosing a fund, it is important that the participant aligns his goal with that of the mutual fund’s goal, whether it is an aggressive or conservative approach. To help with the selection process of a mutual fund, the UH Office of Human Resources is currently reviewing fifteen potential ORP fund …
[DOC File]Table: Comparison of Fund Holdings with Worldscope Database
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The Investment Performance of Socially Responsible Mutual Funds,” in Financial Analysts Journal, November/December 1993, with permission from Association for Investment Management and Research, reprinted in The Investment Research Guide to Socially Responsible Investing, Brian R. Bruce ed., Investment Research Forums, Inc. 1998, pp. 25-29.
[DOC File]Evaluation of Returns for an ORP Provider:
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Investment Process: Lifecycle fund portfolio is composed of allocations to a variety of underlying funds with differing risk/return characteristics. Multiple Lifecycle funds are made available, each with a different target maturity date to accommodate Plan participants’ various ages and anticipated retirement dates.
[DOCX File]www.irdindia.in
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Industry Guide. Financial Services. Overview: Financial services include all aspects of the management, investment, and lending of money/assets. This can include asset, mutual fund, and retirement/pension management, to investment/commercial banking and financial forecasting.
Websites for Researching Mutual Funds
A mutual fund is a company that invests in a diversified portfolio of securities. People who buy shares of a mutual fund are its owners or shareholders. Their investments provide the money for a mutual fund to buy securities such as stocks and bonds.
[DOCX File]networth.rhsmith.umd.edu
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Our primary data source is the February 2002 edition of the Morningstar database for each U.S. mutual fund with a stated objective of investing primarily in emerging market equities. All of the sample funds are primarily equity funds with more than 90 percent of their investment in equities.
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