1. What is a momentum investment strategy? Momentum is the phenomenon that stocks which have performed well in the past will continue to perform well in the future‚ and that stocks which have performed poorly will continue to perform poorly. Therefore a momentum investment strategy is to invest in short term portfolios that have high returns in the past‚ and to short those with low returns over the same period. 2. Analyze these portfolios. By analyzing monthly returns of all 10 portfolios from
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the mutual funds and their influence on funds’ performance on the example of Centras Securities Investment Company Instructor: M Mujibul Haque‚ Ph.D. Prepared by: Jumasheva Sulushash‚ 20070299 Sergey Savinykh‚ 20074290 Fall 2009 Table of Contents Acknowledgement 3 Introduction 4 1. Investment opportunities in Kazakhstan 5 2. Mutual funds in the world
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Training report ON “Systematic investment planning With special references to mutual fund” IN PARTIAL FULFILLMENT OF MASTER OF FINANCE AND CONTROLE SUBMITTED BY: MD SHAHBAZ KHAN SUBMITTED TO: MR ARVIND SHARMA (DISTRIBUTION HEAD) DEPARTMENT OF COMMERCE ALIGARH MUSLIM UNIVERSITY PREFACE Education becomes more meaningful when its theoretical aspects are combined with the practical experiences .This provides an opportunity to the student
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| Mutual Fund | | VFINX | FMAGX | Total Assets Under Management | 115.8B | 14.8B | Management Fee | 0.14% | 0.35% | Load Fee | No Load | No Load | Exit Fee | 0% | 0% | Transactions Fee | $75 | 0% | 12b-1 Fee | 0% | 0% | Vanguard 500 Index Investment Fund (VFINX) is a large-blend mutual fund that uses an indexing investment approach designed to track the performance of the S&P 500’s index. The fund employs a passive management investment approach. It is a low cost
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Dimensional Fund Advisors 2002 Introduction: Dimensional Fund Advisors (DFA) is an investment firm based in Santa Monica‚ California. It was founded in 1981 by David Booth and Rex Sinquefield. It is a different investment firm which think differently and push the frontiers of innovation. The firm had close working relationships with academics such as Eugene Fama and Kenneth French who introduced the Fama & French three factors model. Fama has worked in DFA since very early days‚ now he is
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Mutual Fund Presented To Prof. Gurmeet Singh Presented By Sourav Devnath (Roll no.40) Debajit Ray (Roll no.14) C R 2 PGDM (2013-’15) Introduction of Mutual fund: A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks‚ bonds‚ and short-term debt. The combined holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds. Each share represents an investor’s part ownership in the fund and
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of mutual fund industry in India is with the introduction of the concept of mutual fund by UTI in the year 1963. Though the growth was slow‚ but it accelerated from the year 1987 when non-UTI players entered the industry. In the past decade‚ Indian mutual fund industry had seen a dramatic imporvements‚ both qualitywise as well as quantitywise. Before‚ the monopoly of the market had seen an ending phase‚ the Assets Under Management (AUM) was Rs. 67bn. The private sector entry to the fund family rose
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PAGEREF _Toc401073800 \h 14Survival strategies for SACCOS today. PAGEREF _Toc401073801 \h 15MUTUAL FUNDS. Introduction. PAGEREF _Toc401073802 \h 17Functions of mutual funds PAGEREF _Toc401073803 \h 17Advantages of investing in mutual funds. PAGEREF _Toc401073804 \h 19Types of mutual funds PAGEREF _Toc401073805 \h 21UNIT TRUST. Introduction. PAGEREF _Toc401073806 \h 25Differences between mutual funds and unit trust. PAGEREF _Toc401073807 \h 26Features of a unit trust PAGEREF _Toc401073808 \h 26Types
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QUESTIONNAIRE Name: - Age: - Contact no: - Occupation: - 1) What kind of investments you have made so far? ← Saving account ← Fixed deposit ← Mutual fund ← Gold ← Stock/equity market ← Real estate ← PPF ← Insurance 2) How much is your total investment annually? ← Less than 15000 ← 15000 – 40000 ← 40000 – 60000 ← More than 60000 3) What is the purpose
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MUTUAL FUNDS AND STUDY OF INVESTORS PERCEPTION ABOUT INVESTMENT IN MUTUAL FUNDS INSTITUTE OF MANAGEMENT SCIENCE UNIVERSITY OF LUCKNOW SUBMITTED BY : Namindra Awasthi MBA FC III SEM CONTENTS PART-1 PAGE NO 1. ACKNOWLEDGEMENTS 3 2. PREFACE 4 3. SUMMARY/ABSTRACT 5 4. INTRODUCTION 6 5. INDUSTRY PROFILE 7 6. ABOUT MUTUAL FUND 8
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