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Mutual Funds
An investment instrument formed when investors pool their funds together. The mutual fund manager invests the sum in stocks, bonds, or other financial assets.
1,628 Questions
What is the formula for shareholders fund?
Stockholders
' equity = Total assets -
Total liabilities
Or, = Share capital + Reserves
(Note that: Reserves include share premium, retained profits, general reserve, etc.)
Example 1:
UOL Company has the following information:
Buildings $500,000
Motor vehicles $200,000
Stock $20,000
Debtors $35,000
Cash $5,000
Creditors $45,000
Bank loan $85,000
Then,
Total assets = 500,000 + 200,000 + 20,000 + 35,000 + 5,000 = $760,000
Total liabilities
= 45,000 + 85,000 = $130,000
Shareholder funds = 760,000 - 130,000 = $630,000
How did tucker raises the money to fund his idea?
Preston Tucker raised money to fund his automotive venture by utilizing a combination of personal savings, investments from family and friends, and selling shares in his company. He also attracted attention from investors through public demonstrations of his innovative car design, which helped generate interest and financial backing. Additionally, he faced challenges in securing traditional financing, leading him to employ unconventional fundraising methods, including pre-sales of the car to potential customers.
Where can one compare mutual funds?
"There are a lot of places that can compare your mutual funds online, some of which being Scotttrade, Smartmoney, Fidelity and Merrill Edge. They all have tools available for you to use."
Is Washington Mutual the same company as Washington Mutual?
"Washinton Mutual is not the same company as Washington Mutual. Washington Mutual is a banking company and Washinton Mutual is retail selling brand, dire stuff to know."
How much research should be done before purchasing mutual funds?
When purchasing mutual funds. I would suggest you do some type of research. Having a personal accountance is a great way to start this project; he or she will have the answers you may be looking for.
What is the purpose of the mutual funds?
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 have enough knowledge to invest directly in the market but wants to take a risk and gain higher returns from the market
What is the best way to compare mutual funds?
There are several ways to compare mutual funds. The first is to contact a financial planner/professional and have them do it for you. There are also tools you can download and use (from Trow Price for example) in order to do the comparison yourself.
Are there many websites that are capable of comparing mutual funds?
"Yes, there are many resources you can use to compare mutual funds. The wide variety of sites are very useful in comparing mutual funds. There is also software that is downloadable."
Mutual fund research involves the study of all available information. It should begin with a review of the mutual fund's prospectus. This document will offer the investor a wealth of information about the management of the fund, how the fund invests, the cost of ownership (fees and expenses) as well as information about the the fund's holdings. The potential investor may also use the web to gain opinions, how the markets are impacting the fund and recent news about the fund. All of this information helps prospective investors make the correct choice for their risk profile and investment goals.
What are the most highly rated mutual funds available through Pimco?
According to "the street ratings", Allianz RCM Wellness Fd A was the highest rated mutual fund available through Pimca as of 7/31/11.
Are mutual funds covered by federal market insurance?
No. Stock Market Investments (Mutual Funds as well) are not covered by federal insurance. It covers only bank deposits
What mutual funds have high Sharpe and Sortino ratios?
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.
Can banks invest in mutual funds?
They can invest their own income/profits in a mutual fund but they cannot invest the depositors money in a mutual fund
What is Money market capital market primary market and secondary market?
What is market where new securities r initially issued and market that mature within one year
What happens when you invest in a mutual fund?
your money gets loaned out to businesses and companies.
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Locust is a pejorative term derived from the German "Heuschrecke", which German politician Franz Müntefering created in the context of describing private investors, private equity funds and investment banks. The term has been popularized and is continually used in discussions critical to capitalism in Germany.
What are the functions of asset management company in India?
Receiving and processing the application forms of investors.
Issuing unit certificates.
Sending refund orders.
Giving approval for all transfers of units and maintaining all such records.
Repurchasing the units and redemption of units.
Issuing dividend or income warrants.
Computing the net asset value per unit of the scheme on a weekly basis.
Maintaining its books and records.
Monitoring compliance with the schemes, investment limitations as well as the regulations of SEBI and others.
Preparing and distributing reports on the scheme for the unit holders and SEBI, and monitoring the performance of mutual funds custodians and other service providers.
Selecting and coordinating the activities of intermediaries such as advertising agency, printers, collection centers and marketing the services.
Carrying out extensive campaigns about the scheme, and acting as marketing associates to attract investors.
Assisting the AMC to approach potiential investors through meetings, exhibitions, contacts advertising, publicity and sales promotion.
Carrying oput the market ans security analysis.
