What mutual funds have high Sharpe and Sortino ratios?

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Vanguard Wellesley Fund (VWINX) has a 3 year Sharpe ratio of over 2 and a Sortino ratio over 6. That's the best I've come across.
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What is a mutual fund?

A mutual fund is an investment vehicle that gathers funds from like minded investors and invests in equities, bonds of your choice at a professional fee. Mutual funds are operated by money mangers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors ( Full Answer )

What are mutual funds?

Mutual fund is a single pool of money collected from a large numberof investors. This money is invested in share, bonds and othersecurities by AMC. ICICI Prudential Mutual Fund offers mutual fundproducts that meet the customers needs.

What is mutual fund?

Answer . A mutual fund, also referred to as an open-end fund, is an investment company that spreads its money across a diversified portfolio of securities -- including stocks, bonds, or money market instruments.. Shareholders who invest in a fund each own a representative portion of those inves ( Full Answer )

About mutual fund?

You should consult a financial advisor before you start yourinvestments. They help you priorities your financial goals anddevelop a plan to suit your needs. They guide you to choose thebest mutual funds as per your investment objective.

What is mutual funds?

A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities. The mutual fund will have a fund manager that trades the pooled money on a regular basis. ( Full Answer )

List of mutual funds in India?

A. Bank Sponsored 1. Joint Ventures - Predominantly Indian - Canara Robeco Asset Management Company Limited - SBI Funds Management Private Limited 2. Joint Ventures - Predominantly Foreign - Baroda Pioneer Asset Management Company Limited 3. Others - UTI Asset Management Compa ( Full Answer )

Objectives of investment in a mutual fund?

The objectives of investment in mutual funds include: . Exposure to the stock market . Exposure to a certain sector in the market . Get expert investment advise . Get good returns out of the investments

Are mutual funds covered by sipc?

No. "If you buy mutual funds through a brokerage account, those funds are protected against theft by SIPC.. However, if you buy mutual funds directly from a mutual fund company, they are not protected by SIPC, "because no protection is necessary," Harbeck says.. Each mutual fund is set up as a ( Full Answer )

How many fund available in mutual fund?

In India, there are 18 Mutual Fund (AMC) companies. They have been variety of products in open / closed end schemes. it all based on AMC's. On a whole, those funds can be broadly categorized into the following categories The Different Mutual Fund Categories in India are: 1. Equity Diversifie ( Full Answer )

Definition of mutual fund?

A Mutual Fund is nothing but a common pool of money collected from a lot of people which is used by an experienced fund manager who invests the money in the Share market. Not many of us are experienced in investing directly in the Equity market. Mutual funds are a boon to the investor who doesn't ha ( Full Answer )

What are index mutual fund and actively managed mutual funds?

An indexed mutual fund tries to match the performance of an index, such as the Dow Jones 100 or the S&P 500. An actively managed mutual fund is managed by one or more people ("portfolio managers") who work to invest in a certain area, such as "stocks" or "technology companies", and within that area ( Full Answer )

What are mutual funds for?

Mutual funds are investment instruments that are meant for peoplewho have a smaller appetite for risks, but seek higher returns thanthey would get on simple saving accounts or fixed deposits. That'snot to say that mutual fund investment is free of risk. Mutual fund investment offers schemes that su ( Full Answer )

What are debt funds in mutual funds?

Debt funds are specialized types of funds that invest in bonds andother debt instruments. Since they invest in debt instruments likegovernment bonds, corporate bonds, debentures etc the returns arenearly guaranteed and at the same time, since they are safeinstruments their returns are also only equi ( Full Answer )

What is sharpe ratio?

The Sharpe Ratio is a financial benchmark used to judge how effectively an investment uses risk to get return. It's equal to (investment return - risk free return)/(standard deviation of investment returns). Standard deviation is used as a proxy for risk (but this inherently assumes that retur ( Full Answer )

What mutual funds?

Mutual fund investment is actually made up of pool of funds collected from various other investors to invest stocks, money market instruments and similar assets. Mutual funds are controlled by fund managers, who invest the fund's money and attempt to produce capital profits for fund investors.

What is mutual funds and mutual accounts?

A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities. A investment trust is nothing quite a group of stocks and bonds. you'll think about a investment ( Full Answer )

Liquidity ratio in mutual funds?

Liquidity Ratio in a Mutual Fund house is the amount of money they maintain as cash or near cash instruments. For example, a MF house has an AUM (Asset Under Mgmt) of $100 million and they maintain a liquidity ratio of 10% it means they would invest $90 million in securities and retain the $10 mi ( Full Answer )

How does a hedge fund differ from a mutual fund?

Hedge funds and mutual funds are both managed portfolios in which the securities are picked by a fund manager. The securities that are picked are the ones that the manager feels will perform well and are grouped into a single portfolio. Portions of these funds are then sold to investors who are allo ( Full Answer )

How do you calculate sortino ratio?

The Sortino Ratio is the actual return minus the target return, all divided by the downside risk. The downside risk is either calculated by the semi standard deviation, or the 2nd order lower partial moment. The related link "Calculate the Sortino Ratio with Excel" provideds an Excel spreadshe ( Full Answer )

How do you get a mutual fund?

If you mean how you can invest in mutual funds, there are several ways to do it. You can buy them online or you can check with your bank as a number of banks sell mutual funds. You can also seek help from a broker company. For example, GEPL is a broking company that has a dedicated team of experts t ( Full Answer )

How do you calculate sortino ratio in Excel?

Examine the related link. There's a guide to calculating the Sortino Ratio in Excel. There are several ways of calculating the downside risk in the Sortino Ratio - either the semi-deviation, or the square root of the 2nd order lower partial moment. When comparing the Sortino Ratio from several so ( Full Answer )

What is mutual fund reconciliation?

Mutual fund reconciliation is a term used to describe people whoare in charge of reconciling fund accounts. They handle a lot ofthe mutual fund operations.

What mutual funds invest in Samsung?

The mutual funds that invest in Samsung are quite a number. Themost common include American Century Emerging Markets Inv Fund,Invesco Global Growth B Fund and Fidelity Series Emerging Markets FFund among others.

What are the methods for taking funds out of a mutual fund?

You can get monthly income by making a single investment in an open-ended scheme and redeeming fix value of units at regular intervals. Such a plan is called a Systematic withdrawal plan. A systematic withdrawal plan allows the account holder a certain level of independence from market fluctuation ( Full Answer )

How do mutual funds make money?

They make money by buying and selling the instruments they are designed to invest in. For ex: Equity MF's will invest in stocks, a Debt MF will invest in Bonds and other debt instruments

WHAT IS fund management in mutual fund?

Fund management refers to investing your money in different fundsto explore more and gain more. With effective fund management, youwill be able to earn higher and higher. You can take help ofTradebulls to understand this further easily.

What is the definition of mutual fund?

Mutual funds are pooled of investment vehicles in which investor indirectly invest into the diversified portfolio of assets. .

What is the difference between a mutual fund and a bond mutual fund?

A Bond mutual fund is a type of mutual fund that invests in bonds and other government securities that are safe and have a fixed rate of return. Whereas the term mutual fund per say refers to equity mutual funds in most cases which invest in the stock market. Bond mf's are safer whereas equity fun ( Full Answer )

What is mutual funds dividend?

It is a kind of profit sharing which the mutual fund does with its investors. Once in a year or so, fund managers share their profit with investors through dividends. The dividend is usually sent as a cheque or as direct deposit into the investors bank account. The amount is directly proportional to ( Full Answer )

What is mid cap in mutual funds?

These are Mutual Funds that invest in companies that fall under the Small & Midcap category. They usually search for small to medium sized companies with good fundamentals and growth potential and invest in them.

What is a non load mutual fund?

A no-load mutual fund is one that does not charge a fee to investors. Many mutual funds have a "load" or initial fee, often around 5%, that investors must pay in order to buy in to the fund. No-load mutual funds lack this fee, and earn money for their managers in different ways. Most index funds are ( Full Answer )

How do you calculate mutual fund index?

Index mutual funds rebalance on an annual basis. The publishedindex reconstitutes based on the change in performance of thesecurities in the index. Many index funds are cap-weighted. Thismeans the companies in the index are invested by the total marketworth of the company or capitalization. Capitali ( Full Answer )

What parties involved in mutual fund?

(1) A Mutual Fund promoter company: Their role is to settle a Trust owning all fund assets. That trust will invest all fund money in the name of the trust. (2) Trustee of Mutual Fund: Trustee has to be a bank. (3) Fund Manager: Their role is to invest and daily operations. They are investment adv ( Full Answer )

How safe is mutual funds?

Mutual funds are safe, as long as Tiffany from Best Buy isn'tinvolved. She's a con-artist. She still has my 32 baby Jesus's fromthe Merry Messiah Moments collection.

What is mean mutual-fund?

A Mutual Fund is nothing but a common pool of money collected from a lot of people which is used by an experienced fund manager who invests the money in the Share market. Not many of us are experienced in investing directly in the Equity market. Mutual funds are a boon to the investor who doesnt hav ( Full Answer )

What is a Class T mutual fund?

T-class funds are tax efficient versions of some of fund company's existing funds. These pay a set monthly amount based on the manager or fund company's realistic expectation of the fund's future performance. Typically, a portion of this distribution is treated as a return of capital, which is not i ( Full Answer )

Is a mutual fund a high risk?

Mutual funds vary in their level of risk. Mutual funds that hold treasury bonds would be considered low-risk (although they may not keep up with inflation). Mutual funds that track broad-based indices, like the S&P 500 index, are considered moderate risk, as they are entirely invested in equities, b ( Full Answer )

Is a highest sortino ratio the best?

A higher Sortino Ratio iis best because it ndicates an investment with lower downside risk. When making investment comparisons based on the Sortino Ratio, make sure that you use consistent definitions because there are several methods of calculating the downside risk. The related link gives yo ( Full Answer )

What is better a high or low sortino ratio?

A high Sortino ratio is better than a low Sortino ratio. That's because a high sortino ratio implies low downside volatility compared to the expected return. There's a guide to the Sortino Ratio at the related link, together with an Excel spreadsheet

What is an equity fund in a mutual fund?

A mutual fund which invests a minimum of 65% of its fund corpus inequity and equity related instruments is known as equity mutualfund. As in the case of other mutual funds, equity funds also carryrisks as they investment in the stock market. However, they alsoensure high returns. Equity funds are of ( Full Answer )

What is a mutual fund what are the advantages of owning mutual funds?

Mutual funds are a professionally managed investment that poolsmoney from many investors to buy stocks, bonds and othersecurities. The advantages of this sort of investment are numerous.Mutual funds allow investors to diversify over numerous securities,chose investments that match their goals, and d ( Full Answer )

How does hedge fund differs from mutual fund?

Hedge funds and mutual funds are both managed portfolio in which securities are picked by a fund manager. However hedge funds are more aggressively managed as compared to the mutual fund. They can take speculative positions in the derivative securities .Hedge funds also differs from mutual fund in t ( Full Answer )

What are index fund in mutual fund?

Index funds are type of mutual funds that are intended to track the returns of the market's index.Index is a group of securities that represents particular segment of market.Rleiance mutual fund has recently launched Reliance index fund whose securities are covered in Nifty and sensex

What expense ratio is usual for a mutual fund?

Expense ratios, which indicate the amount of money the fund keeps for management and administrative costs, varies greatly depending on the type of fund. Fully managed funds typically have ratios ranging from less than 1% to over 2%. Indexed funds typically are around .25%.

An income fund is a mutual fund that provides what?

An income fund is a mutual that provides income. This means that several people join together so they can have a bigger budget when investing or having other people invest for you.This way the people investing will also get a higher interest rate.