The Mutual Fund At a basic level, mutual funds are nothing more than a collection of stocks and bonds. A mutual fund primarily focuses on bringing groups of people together to invest their money into bonds, stocks, and other different securities. It’s important to know that each of these gathered investors owns shares that ultimately make up a portion of the holdings in the total fund. Once a person invests into these stocks, bonds, or securities through the mutual fund they can make money in
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Performance Evaluation of Mutual Funds in Pakistan S. M. AAMIR SHAH and SYED TAHIR HIJAZI* INTRODUCTION In Pakistan Mutual Funds were introduced in 1962, when the public offering of National Investment (Unit) Trust (NIT) was introduced which is an open-end mutual fund. In 1966 another fund that is Investment Corporation of Pakistan (ICP) was establishment. ICP subsequently offered a series of closed-end mutual funds. Up to early 1990s, twenty six (26) closed-end ICP mutual funds had been floated by Investment
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Paper topic: Mutual Funds vs ETFs: historical data, argumentative analysis and position. Introduction Mutual Fund is a term, meaning joint venture. As the human minds evolve more civilized, it also has undergone many evolutionary postures. Formerly it was practiced as close ended mutual fund in which combined investment had limits. Simply in those funds a restricted number of investors were allowed to play. As a result they used to have limited profit. While following the same pattern
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TITLE Analysis of how Mutual Funds can be used as a dynamic tool for diversification.. INTRODUCTION There are a lot of investment avenues available today in the financial market for an investor with an invest-able surplus. He can invest in Bank Deposits, Corporate Debentures, and Bonds where there is low risk but low return. He may invest in Stock of companies where the risk is high and the returns are also proportionately high. The recent trends in the Stock Market have shown that an
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EVALUATION OF MUTUAL FUND PERFORMANCE TUGAS IV MAY 1, 2016 KIKI NINDYA ASIH AND NICKO ALBART DMB 10 ABSTRACT This article attempts to measure performance of three stock-based mutual funds in Indonesia over the period of January 1, 2015 – July 30, 2015 using daily data. Each of the stock-based mutual fund was picked randomly from foreign, SOE, and local investment houses. The performance evaluation employs different methods namely Sharpe, Treynor, and Jensen indices. Analysis revealed
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After careful cash flow analysis and a discount rate (WACC) of 9%, commissioning a capsize carrier for 25 years is the only appropriate option for our firm. However, if the discount were instead 10%, both options would fail the NPV test by yielding negative results. I make this recommendation after thorough analysis of estimated cash flow and with the desire that our required 15-year life span will be amended. With the expected 9% discount rate, commissioning a capsize carrier for 15 years and
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Journal of Financial Economics 102 (2011) 1–27 Contents lists available at ScienceDirect Journal of Financial Economics journal homepage: www.elsevier.com/locate/jfec Behavioral biases of mutual fund investors$ Warren Bailey a,n, Alok Kumar b, David Ng c,d a Cornell University, Johnson Graduate School of Management, USA University of Miami, School of Business Administration, USA c Cornell University, USA d University of Pennsylvania, Wharton School, USA b a r t i c l e i n f o
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INTERNSHIP REPORT Dept. of Business Administration Shah Jalal University of Science and Technology, Sylhet. i INTERNSHIP REPORT Role of ICB in the Development of Capital Market in Bangladesh: A Performance Evaluation of ICB Sponsored Mutual Funds COURSE CODE: BAN 400 COURSE TITLE: INTERNSHIP SUPERVISOR MS. NAFSANIATH FATHEMA Lecturer Department of Business Administration Shah Jalal University of Science and Technology, Sylhet. SUBMITTED BY MUHAMMAD ABUL LYSE 4th Year 2nd
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Historically, the Vanguard 500 Index Admiral Fund has performed as the general S & P 500 has performed. The rate of return of the Admiral Fund for the last three years has been interesting. The rate of return for three years is 12.36%, which differs from the rate of return for last year, which was -.64% (Vanguard 1999). This information is presently shown merely as an example, however these figures represent some of what would be required in a brief report on a fund's rates of returns for the previous
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Mutual Fund penetration in Rural India What are Mutual Funds? A mutual fund is just the connecting bridge or a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the gathered money into specific securities (stocks or bonds). When you invest in a mutual fund, you are buying units or portions of the mutual fund and thus on investing becomes a shareholder
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