The amount allocated to support the fund’s operational costs is determined via theexpense ratio, which equals the annualoperating expensesdivided by the average fundassets. Expense Ratio (%) =Annual Operating Expenses÷Average Fund Assets In comparison to the management fee charged by hedge funds, ...
On July 1, 2021, AMG Funds and Yacktman Asset Management launched the AMG Yacktman Global Fund (YFSNX). Sort of. In reality, Yacktman chose to dump the least attractive name in their stable – AMG Yacktman Focused Fund – Security Selection Only –in favor of the simple “Global” moniker...
Premachandra I, Powell JG, Shi J (1998) Measuring the relative efficiency of fund management strategies in New Zealand using a spreadsheet-based stochastic data envelopment analysis model. Omega Int J Manag Sci 26:319–331 Premachandra I, Zhu J, Watson J, Galagadera DUA (2012) Best-performin...
On the surface the Oaktree alliance is producing solid results, relative to their Morningstar peer group, but the fund’s strategies are so distinctive that I’m dubious of the peer comparison. If you’re interested, the RiverNorth call will be Thursday, July 11, from 3:15 – 4:15 Centr...
quotes Price Overview Performance Report charts Interactive Chart Interactive Chart (Legacy) Snapshot Chart technicals Barchart Opinion Trading Strategies Technical Analysis Trader's Cheat Sheet Price History Historical Data Comparison Fidelity Investment Grade Bond Fund (FBNDX) 7.29 +0.04 (+0.55%) 10...
The complete set of metrics, including ER, AUM, age, tenure, and rankings for each fund family, can be found inMFO Fund Family Metrics, a downloadable Google spreadsheet. (All metrics were derived from Morningstar database found in Steel Mutual Fund Expert, dated March 2014.) ...