The turnover ratio is a measure of how much of a mutual fund’s holdings are traded in a given year. It is calculated by dividing the value of the fund’s trades by the fund’s total assets. A high turnover ratio indicates that the fund is frequently buying and selling stocks, which may result in higher … Read more
An offshore mutual fund is a mutual fund that is based in a country other than the investor’s home country. For example, an American investor might invest in an offshore mutual fund that is based in the Cayman Islands. Offshore mutual funds are often used by investors as a way to diversify their portfolios and … Read more
A closed-end fund is a type of collective investment scheme with a limited number of shares that are not redeemable from the fund manager. By contrast, an open-end fund does not have a limit on the number of shares that can be issued, and shares can be redeemed at any time at the fund’s net … Read more
An aggressive growth fund is a type of mutual fund that invests in companies with high growth potential. These funds are typically more volatile than other types of funds, but they can offer higher returns over time. Aggressive growth funds typically invest in small and mid-sized companies that are growing at a rapid pace. They … Read more
A Flexi-Cap Fund is a type of mutual fund that invests in a mix of large, medium, and small-sized companies across different sectors. The fund manager has the flexibility to change the allocations to different companies and sectors, based on market conditions. Flexi-Cap Funds are also known as Flexible Capital Funds. What is difference between … Read more
A mid-cap fund is a mutual fund that invests in stocks with a market capitalization between $2 billion and $10 billion. Mid-cap stocks are considered to be more volatile than large-cap stocks, but they also offer the potential for higher returns. Mid-cap funds may be actively managed or index funds. What are some mid cap … Read more
A Defining Lifestyle Fund is a mutual fund that invests in a specific lifestyle or life stage. For example, a fund may be geared towards retirees or those nearing retirement. The fund’s holdings and asset allocation will be designed to achieve the goals of the target lifestyle or life stage. How do you categorize mutual … Read more
A blend fund is a mutual fund that invests in a mix of stocks, bonds, and other securities. The exact mix will depend on the fund’s investment objective. For example, a growth and income fund might invest 60% of its assets in stocks and 40% in bonds. Blend funds offer investors a way to diversify … Read more
A mutual fund yield is the percentage of return that a mutual fund generates on an annual basis. This yield is calculated by dividing the fund’s total return by its net asset value. The total return of a mutual fund includes both the capital gains that the fund generates and the income that it pays … Read more
The All Weather Fund is a mutual fund that invests in a variety of asset classes, including stocks, bonds, and cash equivalents. The fund is designed to provide investors with a diversified portfolio that can withstand different market conditions. The All Weather Fund is managed by Bridgewater Associates, a leading investment management firm. How do … Read more
