Mutual Funds

As of July 2014, the market cap for Pimco Global Stocksplus & Income Fund (PGP) is $275,056,978.60.

As of July 2014, the market cap for Nuveen Global Equity Income Fund (JGV) is $278,736,947.76.

As of July 2014, the market cap for Ivy High Income Opportunities Fund (IVH) is $299,035,920.35.

As of July 2014, the market cap for Pimco High Income Fund (PHK) is $1,677,284,670.95.

The symbol for Eaton Vance Enhance Equity Income Fund in the NYSE is: EOI.

The symbol for Eaton Vance Tax-Managed Global Diversified Equity Income Fund in the NYSE is: EXG.

As of July 2014, the market cap for WisdomTree U.S. Dividend Growth Fund (DGRW) is $122,259,000.00.

As of July 2014, the market cap for Calamos Convertible and High Income Fund (CHY) is $1,067,796,068.40.

To make 10 crores in a year, simply enroll for a SIP of Rs. 25000 per month in 2 mutual funds.

A stakeholder of a mutual fund is someone who has interest in it.

A "bustle" is movement. A "hedgerow" is a row of shrubs. So "bussel in your hedgerow" means movement in the shrubs.

chickens.duh.

The importance of the permanent school fund is to help fund public schools.

The Founders Fund was created in 2005-07.

The motto of The Doe Fund is 'Work Works'.

Having an emergency fund before you start investing is a crucial financial step for several reasons:

Financial Security: An emergency fund provides you with a safety net in case unexpected expenses or emergencies arise, such as medical bills, car repairs, or job loss. Without an emergency fund, you may be forced to sell your investments at an inopportune time to cover these expenses, potentially incurring losses.

Avoiding Debt: Without an emergency fund, you may be tempted to rely on credit cards or loans to cover unexpected expenses. This can lead to high-interest debt, which can be financially crippling in the long run.

Long-Term Investment Strategy: Investing should be a long-term endeavor. Having an emergency fund ensures that you won't need to dip into your investments prematurely, allowing them to grow over time and potentially provide greater returns.

Peace of Mind: Knowing you have a financial cushion can reduce stress and anxiety, allowing you to make more rational and informed investment decisions. You won't be as emotionally driven to make hasty choices when faced with financial emergencies.

Financial Planning: An emergency fund is an essential component of a comprehensive financial plan. It serves as a foundational element, providing stability and flexibility to pursue your financial goals.

Risk Mitigation: Investing always carries some level of risk. Having an emergency fund mitigates the risk of needing to sell investments during a market downturn, which could result in significant losses.

Time for Research and Learning: An emergency fund can give you the freedom and time to research and learn about investing before diving in. It allows you to educate yourself and make well-informed decisions rather than rushing into investments due to financial pressures.

While the exact size of your emergency fund can vary based on individual circumstances, a common guideline is to have enough to cover three to six months' worth of essential living expenses. This should provide a solid financial foundation before you start diverting money into investments. Once your emergency fund is established, you can then begin to allocate a portion of your savings toward investing for long-term goals like retirement or wealth accumulation.

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Under the assumption of no transaction costs, establishing a retention fund presents no risk management case because the absence of transaction costs removes the financial incentive to hold funds for future contingencies. In such a scenario, organizations can freely allocate resources without worrying about the expenses associated with buying or selling assets. Therefore, the retention fund's purpose—to cushion against potential future losses—becomes less relevant as the cost of securing those assets is negligible. As a result, the need for a dedicated retention fund diminishes significantly.

Equity premium puzzle was created in 1985.

It varies with the country of residence and/or taxation.

UK works on the principle of tax credits and has no provision for reducing taxable income.

In India, one can subscribe to certain types of investments like, PPF, ELSS mutual funds, etc.

Really it is a complex system and can only be properly answered based on individual situations.

deposits in savings accounts and money market mutual funds.

An example of a net asset value would be a mutual fund.

To claim a mutual fund's dividend reinvestment, you typically need to enroll in the fund's dividend reinvestment plan (DRIP). This allows you to automatically reinvest any dividends you receive into buying more shares of the mutual fund. Contact your fund provider or look for information on their website to enroll in the DRIP.

In mutual funds, "return" refers to the profit or loss generated from the investment over a specific period, expressed as a percentage of the initial investment. Returns can come from various sources, including capital gains from the appreciation of the fund's assets and income distributions from dividends or interest. Investors typically assess returns to gauge the fund's performance and compare it to benchmarks or other investment options. It's important to consider both historical returns and the associated risks when evaluating mutual funds.

A private placement memorandum is a document that describes a fund its profit expectations and explains how a given fund operates.

A change fund is a type of petty cash account used by businesses to provide cash for making change during transactions. It typically contains a fixed amount of money and is kept on hand to facilitate cash sales, ensuring that staff can readily provide customers with the correct change. This fund is not intended for general expenses but specifically for handling cash transactions efficiently.