BNET Business Dictionary
Business Definition for: Mutual Fund
- an investment company that sells shares to investors and invests for their benefit.
- U.K. term Unit Trust
Additional Resources
- Richard Posner: Scourge of Excessive Mutual-Fund Fees
- Mutual fund investors may have a new hero. His name is Judge Richard Posner, and largely because of him, the Supreme Court will examine how mutual funds set their fees. This past summer, Posner wrote a strong dissent in the Jones v. Harris Associates case, roundly criticizing...
- Blog posts 2009-04-06
- Are Mutual Fund Expenses Really Falling?
- The Investment Company Institute ICI -- the mutual fund industry's trade group -- just published a new research paper examining mutual fund expenses. Their conclusion? "Mutual fund fees and expenses fell to their lowest levels in more than a quarter century in 2008." It sounds wonderful, of course. But it's...
- Blog posts 2009-05-25
- Mutual Fund Fees Jump 5 Percent
- While you wait for your portfolio to climb out of the basement, fund companies are siphoning off a bigger share of your cash. An exclusive analysis for MoneyWatch.com by investment...
- Articles 2009-08-17
- Division Of Investment Management: Report On Mutual Fund Fees And Expenses
- This Report of the Division of Investment Management on Mutual Fund Fees and Expenses ("Report") presents the study of trends in mutual fund fees and expenses experienced over the past twenty years. The conducted study is of fees in light of:(1) the significant growth in the mutual fund industry during...
- Case studies 2000-12-01
- Supreme Court Hears Oral Argument in Excessive Mutual Fund Fees Case
- « Value Line Settles SEC Charges of Bogus Brokerage Commissions | Main The U.S. Supreme Court heard oral argument Monday in Jones v. Harris Associates, a case that could impact the amount of managerial fees that millions of mutual fund investors pay fund advisers. The Court must decide what standard...
- News items 2009-11-05
- TIPS for Inflation: August 2009 Mutual Fund Focus
- News and analysis from Standard & Poor's MarketScope AdvisorLike income taxes, junk mail, health care reform, and Barry Manilow, some things just don't go away. For investors, inflation is the guest that won't leave, reappearing unexpectedly from some hidden recess at the most inconvenient moment.As it turns out, Wall Street...
- News items 2009-08-25
- Who Will Survive the Mutual-Fund Shakeout?
- In a struggle that will almost certainly result in fewer and larger players, fund management companies are using diverse tactics to compete for a shrinking asset pool. After spectacular stock market losses and client withdrawals, firms seek a competitive edge in various ways as the industry consolidates. ...
- Blog posts 2009-04-03
- The SEC's 'Fair Value' Standard for Mutual Fund Investment in Restricted Shares and Other Illiquid Assets
- Mutual funds generally do not invest in venture capital, private equity, or restricted shares of public companies. Consequently, individuals who desire to invest in such securities are unable to do so through diversified mutual funds. This paper identify public policies and regulations that discourage mutual fund involvement in the markets...
- White papers 2000-11-01
- Wake-up call for the SEC: almost single-handedly, shareholder advocate mercer bullard of fund democracy is cleaning up the mutual fund industry. (Profiles in Success).
- It took a bruising battle for the SEC to adopt a rule, effective this summer, requiring disclosure of mutual fund proxy votes. In the heat of the fray was Mercer E. Bullard, founder of Fund Democracy, a leading advocate for mutual fund shareholders. It took...
- Research articles 2003-07-01
- Trends In Mutual Fund Investing.
- The combined assets of the nation's mutual funds increased by $137.5 billion, or 1.4%, to $9.7 trillion in September, according to the Investment Company Institute's survey of the mutual fund industry. In the survey, mutual fund companies report ac The combined assets of the...
- Research articles 2006-12-01
- Penghua to raise money to set up new mutual fund.
- Apr 23, 2002 The Asian Wall Street Journal ABIX via COMTEX -- The Penghua Sector Growth Open-Ended Fund will be the fifth mutual fund in China. The mutual fund will be released by Penghua Fund Management. Penghua Fund Management entered into an alliance with...
- Research articles 2002-04-23
- 2004 Mutual Fund Fact Book
- A mutual fund is a type of investment company that gathers assets from investors and collectively invests those assets in stocks, bonds, or money market instruments. Individuals and institutions invest in a mutual fund by purchasing shares issued by the fund. It is through these sales of shares that a...
- White papers 2004-05-07
- Mutual Fund Performance: An Empirical Decomposition into Stock-Picking Talent, Style, Transactions Costs, and Expenses
- Article discuses the use of a new database to perform a comprehensive analysis of the mutual fund industry. It find that funds hold stocks that outperform the market by 1.3 percent per year, but their net returns under perform by one percent. Of the 2.3 percent difference between these results,...
- White papers 2000-08-01
- Hedging Mutual Fund Returns Using Futures Markets And ETFs
- The purpose of this study is to examine the effectiveness of hedging mutual fund returns using Index Futures Contracts and ETFs. Historical daily Lipper Large Value Growth mutual fund index returns, is used to represent a mutual fund portfolio. The mutual fund returns are hedged using index futures as well...
- White papers 2003-05-01
- Briefs: SEC may still miss mutual fund abuses, GAO says.(Special Report: Mutual Funds)
- WASHINGTON - The SEC may again fail to detect trading abuses by mutual fund companies unless it develops a plan to routinely receive and review annual compliance reports from chief compliance officers at mutual fund companies, according to a GAO repo WASHINGTON - The SEC may...
- Research articles 2005-05-02
- Mutual Fund Fees Calculator
- This mutual fund fees tool can help analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in the fund's prospectus, view the impact of fees and operating expenses on the investment. This mutual fund fees tool can help analyze the...
- White papers 2009-01-01
- Class B Mutual Fund Shares: Do They Make the Grade?
- Buying mutual funds through a broker or other investment professional usually means choosing among different mutual fund classes. The only differences among these classes is how much you will pay in expenses and how much your broker will be paid for selling you the fund. A single mutual fund, with...
- White papers 2003-06-25
- Mutual Fund Investment Strategies
- Mutual funds are a very popular investment for retail investors. They package the investment management skills of professional money managers in an economical manner for smaller amounts. Their current popularity has increased to the point where they are starting to replace traditional savings instruments like bank and trust deposits and...
- White papers
- Hedging Mutual Fund Returns Using Futures Markets and ETFs
- The purpose of this study is to examine the effectiveness of hedging mutual fund returns using Index Futures Contracts and ETFs. It uses historical daily Lipper Large Value Growth mutual fund index returns to represent a mutual fund portfolio. The mutual fund returns are hedged using index futures as well...
- White papers 2003-05-01
- When Less Is More (What Is The Value Of A Mutual Fund Manager's Tenure?)
- What is the value of a mutual fund manager's tenure? Do they improve with experience or are they merely an expensive adornment? In short, does a fund manager with more time at the helm "manage" a portfolio any differently than a manager new to a fund? Article provides the explanation...
- White papers 2003-01-01
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