Archive for Mutual Funds

market-risk-premium_3 Your Money Using Beta To Gauge Risk

By Leonard Sloane Published: November 3, 1984 There is an old saw on Wall Street that you can either eat well or sleep well

18 Апрель, 2015 No Comment Read More

does-the-capital-asset-pricing-model-work_2 Does the Capital Asset Pricing Model Work

Loading. An important task of the corporate financial manager is measurement of the company’s cost of equity capital. But estimating the cost of equity

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time-to-short-europe_1 Time To Short Europe

by Michael Johnston on June 15, 2010 | Updated November 8, 2012 | ETFs Mentioned: DFE EUFN EZU If you were to ask a

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stock-market-84-percent-of-stock-funds_2 Stock Market 84 Percent Of Stock Funds Underperformed In 2011 Reaching Decade Lows

BOSTON — Managers of stock mutual funds had an unusually tough time beating the market last year, with fewer than one in five achieving

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how-to-use-statistical-analysis-with-mutual-funds_1 Should MF managers copy benchmark indices to measure the performance Times of India

‘Equity MFs net inflow at Rs 64,000 crore so far Prateek Agrawal Prateek Agrawal | Feb 28, 2015, 04.14 PM IST Mutual fund managers

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sensex-total-returns-index-as-a-mutual-fund_2 Sensex Total Returns Index as a Mutual Fund Benchmark

Recently I had posted an analysis of Franklin Indian Blue Chip fund (FIBCF). In response, Swapnil suggested that I compare the fund with Sensex

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msci-is-your-etf-using-this-benchmark_1 MSCI Is Your ETF Using this Benchmark

What is a benchmark? While benchmarks are used in numerous industries and trades, in the world of investing it represents a cross section of

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mutual-fund-fees-too-high-here-s-why_2 Index and Portfolio Calculator Index Fund Advisors Inc

Footnotes: When IFA Indexes are shown in IFA Index Portfolios, all returns data reflects a deduction of 0.9% annual investment advisory fee, which is

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currency-hedged-etfs_1 Impact of Benchmark Change on Vanguard MSCI EAFE ETF (VEA)

Recently, Vanguard announced that it will be switching the benchmark index for many of its Exchange-Traded Funds (ETF). In an earlier post. we took

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do-you-benchmark-your-net-worth-retire-by-40_1 Do You Benchmark Your Net Worth Retire By 40

I love updating our net worth and seeing it grows. The growth means we are getting closer and closer to true financial independence every

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