BOISE STATE UNIVERSITY Fidelity Growth Company Performance Evaluation Brad Christopherson 11/16/2011 Fidelity Growth Company is a fund that is categorized as a large growth fund. This report will discuss the fund as a whole and compare it to its category. The core of the fund is made up of big US companies like Apple and Google and some lesser known companies like salesforce.com and Red Hat. The key to this is to find stocks with good growth prospects while maintaining
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the easiest way for her to maintain and adjust equity market exposure was to “index”. She would keep a majority of Beta’s funds in no-load, low-expense index funds (with the remainder in money market instruments), adjusting the level of market exposure between 50% and 99% of Beta’s funds in an attempt to “time the market.” She had toyed with using a few different index funds at first, but soon settled on exclusive use of Vanguard’s Index 500 Trust due to its extremely low expense ratio and its success
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Investment Strategies, a mutual fund family managing approximately $50 billion in assets. Patriot has a variety of funds with various objectives. You and two or three of your associates, as a group, have been asked by management to create and manage a new fund based on your own ideas, benchmarking the performance of the fund against an existing index. You have learned that the other forty new associates at Patriot have received similar assignments, and that the performance of each fund will be evaluated
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Style Drift and Portfolio Management for Active Australian Equity Funds † Andrew B. Ainsworth ∗ Kingsley Fong David R. Gallagher Current Draft: 30 April 2007 Australian School of Business, The University of New South Wales, Sydney, N.S.W. 2052 Abstract Using monthly active equity fund portfolio holdings, we examine the magnitude of style drift and decompose it into active and passive components. We find that while fund style tilts are consistent with their self-stated investment objective
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outperform their peers while poor-performed stocks continue to underperform. Thus, more mutual funds use this powerful strategy to draw a broad range of investors by getting higher risk-adjusted returns. AQR is a hedge fund based in Greenwich, Connecticut, offering investing products that applies price phenomenon known as momentum. This case study enables investors to get a closer look at AQR’s momentum fund. Comparison of momentum specifications In order to analyze the momentum effect of different
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Issues In Participatory Notes Introduction The moment one recalls the word, Participatory Notes, it sends shivers across the mind of any ordinary Indian or an ordinary Indian investor. Participatory notes were one of the reasons for the largest fall witnessed ever in Indian stock markets. Participatory notes had been in news for all the wrong reasons, every second or third day, some or the other controversy associated with them props up. The most important regulators in Indian economy, i.e.
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op Ranked Mutual Funds As on : Quarter ended June 2015 ------------------------------------------------- Top of Form Bottom of Form Methodology Large Cap | Crisil Rank | NAV (Rs./Unit) | 1 yr Return (%) | AUM (Rs. cr.) Jun 15 | | | Franklin India Oppor. (G) | Rank 1 | 59.24 | 33.0 | 380.49 | | | SBI Blue Chip Fund (G) | Rank 1 | 29.37 | 26.6 | 1,737.07 | | | Tata Equity Opp. Fund - Regular (G) | Rank 1 | 154.95 | 25.8 | 1,027.27 | | | Small & Mid Cap |
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Stocks are shares of ownership of a public corporation that are sold to investors to allow the companies to raise a lot of cash at once. The investors profit when the companies increase their earnings, which keeps the U.S. Economy growing. Mutual funds give you the ability to buy a lot of stocks at once. In one way, this makes them an easier tool to invest in than individual stocks. By reducing stock market volatility, they have also had a calming effect on the U.S. economy. When stock prices
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Harvard Business School 9-293-024 Rev. December 16, 1994 BEA Associates: Enhanced Equity Index Funds On the afternoon of July 13, 1992, Messrs. Jeffrey Geller and David DeRosa, derivatives portfolio managers at BEA Associates, were considering alternative ways of investing the assets of a new $100 million enhanced index account. They wanted to find the most attractive combination of derivative and cash market positions to achieve the client's objective which was to outperform the S&P 500
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divided into these broad categories: traditional equity, fixed income fund strategies and alternative investment strategies (Blackstone Group LP, 2007). The more traditional asset managers manage and trade portfolios of equity, fixed income and or derivative securities. Assets may be invested in investment companies that are registered under the 1940 Act or through separate account managers on their behalf. The traditional fund manager is normally compensated with fees that are a percentage of assets
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