Comparison of mutual funds Anonymous ID: Z0945574 Summative Assignment Introduction Econometric models are statistical models in econometrics. Investors can use alpha and beta to judge manager’s performance but fund managers had style timing opportunities apart from market timing‚ such ...
AUM:Asset Under Management is basically the total market value of all the financial assets controlled by a Mutual Fund Benchmark:Tells you how a particular Fund is performing in comparison to the Market and other similar Funds Entry Load:This is the fee charged (in %) when a Mutual Fund sc...
press spacebar to hide graph[-] Definitions Fund name The name that best describes the fund you are analyzing. This entry is for informational purposes only, it will not affect the calculated results. Fund type This is the category that best describes the fund you are analyzing. This entry ...
Knowledge graphFund recommendationApplied Intelligence - Because deep learning models have been used successfully in various fields during recent years, many recommendation systems have been developed using deep learning...doi:10.1007/s10489-021-03136-1Hsu, Pei-Ying...
Given current valuations, the managers believe they might generate mid to high single digit total returns annually with relatively low risk. Of that, 3.0 – 5.0% might be net income; that is, income after deducting the fund’s operating expenses. By comparison, Vanguard Total Stock Market Index...
The graph depicts the total wealth that shall be created over a period of time on the basis of the small investments made every month. It is subject to the returns expected by you after considering the power of compounding Value of your SIP in different stages of investment ...
The relative strength index (RSI) of Regional Bank's mutual fund price is slightly above 66. This indicates that the mutual fund is rather overbought by investors at this time. The main point of the Relative Strength Index (RSI) is to track how fast peop
11. Fidelity Fund Comparison Tool Fidelity is a leading provider of financial solutions and mutual funds for individual and institutional investors. With an extensive database of funds,Fidelity’s Fund Comparison Toolenables investors to look at things like returns, risks, fees, expenses, and other...
However, this comparison is a bit misleading because a high proportion of index funds in the sample are relatively young. If we restrict the comparison to the ten index funds that are at least five years old, the average overhang is 21.5%, which is slightly higher than the average overhang...
These are often the first indicators that investors look atwhen choosing a fund. The star rating ranks funds according to past performance within four broad asset classes, while the category rating is a more specific comparison of funds within the same style box.45 ...