Kayezad E. Adajania
You would have heard the disclaimer in any advertisement of Mutual FundsMutual fund investments are subject to market risks Please read the offer document carefully before investing.You must understand that Mutual Funds performance is tied to the fate of the securities it invests in i.e.it is ma...
These questions will bring context to the overall performance of the fund. Also check the fund’s historical performance. Does it typically beat its benchmark? Is the fund unusually volatile? This will help you know what to expect should you choose to invest. ...
Market Volatility:By their very nature, mutual funds are subject to market fluctuations; thus, the value of the investments held within a mutual fund can rise or fall. This volatility can lead to potential losses and affect the overall performance of the mutual fund. Risk of Underperformance:Whi...
How do I choose the right mix of mutual funds? When should I drop a mutual fund from my portfolio? What’s the difference between a mutual fund and an ETF? This article provides general guidelines about investing topics. Your situation may be unique. To discuss a plan for your situation,...
ETFs are structured like mutual funds; they hold a basket of individual securities. Like index funds, passively managed ETFs seek to track the performance of a benchmark index, while actively managed ETFs seek to outperform a benchmark index. There are no restrictions on how often you can buy...
2 Meanwhile, securities lending may generate income for a fund, contributing to a positive effect on tracking difference, and therefore fund performance. Elements that affect tracking Let’s take a look at two hypothetical ETFs: A and B. ETF A has a 0.05% OER, while ETF B has a 0.10% ...
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Should you come across an unregistered mutual fund, pass it by. The odds of financial fraud are high, and it is unlikely that you will beat the performance of similar, registered funds. The one exception to the unsavory unregistered category is aninvestment club. When you form or join one,...
Nonetheless, MWR has disadvantages. First, MWR is not well suited to comparing the performance of different fund managers or investment strategies. This is because it doesn’t isolate the returns on the investments from the investor decisions of when and how much to contribute or withdraw fro...