Questions tagged [mutual-funds]
To be used for any questions on mutual funds. For index based funds question the Index-fund tag should be used.
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Do S&P 500 funds run by different investment companies have different performance based on the buying / selling speed of the company?
Three major investment companies that I can think of are Vanguard, Schwab, and Fidelity. Each of those have their own version of funds that track the S&P 500
https://investor.vanguard.com/...
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What's funny about "He leveraged his @#% deep into soy beans and cocoa futures" in The Jerk (1979)?
Near the end of the comedy The Jerk (1979), a character explains how their family got rich:
Father: All I did was take the money you sent home and embarked on a periodic investment, in a no-load ...
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Identifying actively managed funds that don't pay periodic provisions to bank consultants
In Germany, actively managed funds often pay periodic provisions to bank consultants.
This is still legal, but since a few years brokers have to disclose these payments for all funds you have shares ...
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How should I approach personal finance as a mathematics and computer science student?
I'm aware that there is an entire field of mathematical finance, but I have not looked into it. I know quantitative finance also works as a team and is not practically doable as an individual. However,...
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What is the shelf life of a mutual fund?
If someone 30 years old puts away money in mutual funds planning to redeem at age 60, is this a good idea?
Most mutual funds are 3-4 years old. Would they last 30 years? What is the shelf life of a ...
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Fixed-income fund question (dividends may be paid out of capital)
So there are a lot of fixed-income funds, and the ones focusing on non-investment grade corporate bonds seem to produce a lot of interest (around 7~8% each year). Now my question is almost all of them ...
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Can margin interest be added to a debit balance beyond 50% equity?
I carry a margin balance and I am always trying to plan ahead for the worst-case scenarios…
If I get below 50% equity in my mutual fund brokerage account because of market fluctuation and a margin ...
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Why waste money buying index funds when you can can buy all the stocks on index on your own?
I've got a question. As we know that index funds puts money on all the stocks of a particular index(say Dow index) - on all 30 stocks present in the Dow index. My question is if I have enough capital ...
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index rebalancing question
When the S&P 500 adds or removes companies, my intuition is that the companies added have a higher market cap than the companies removed. To what extent does this difference drive the growth of ...
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AMC's in India support Direct Plan Mutual Funds for NREs
What are the Bank based AMC's in India support Direct Plan Mutual Funds for NREs ? I gone through AXIS and Kotak bank, and I understood that they don't facilitate Direct-Plan for NRE to invest in ...
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Do I receive any economic benefit when a Mutual Fund makes a distribution?
Do I receive any economic benefit when a Mutual Fund makes a distribution?
I am asking this question from the point of view of someone evaluating my income. Let’s say to evaluate how much I should pay ...
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How could the percentage exceed 100 here?
I'm reading The Little Book of Common Sense Investing and in chapter 11 it has a prologue,
IN SELECTING MUTUAL FUNDS, too many fund investors seem to rely less on sustained performance over the very ...
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How does mutual funds confiscate the stock dividends?
I'm reading The Little Book of Common Sense Investing by Bogle John, the founder of Vanguard index funds.
In Chapter Six: Dividends Are the Investor’s (Best?) Friend: But Mutual Funds Confiscate Too ...
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Where can I look up total returns of stocks, ETFs, and mutual funds? [closed]
I'm looking for a free way to look up total returns of various stocks, ETFs, and mutual funds. FinanceCharts.com lets me save lists of stocks and ETFs and view total returns for various time periods, ...
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How to maintain NAV (Net Asset Value) for family fund
I have a Google Sheet which consolidates multiple funds in which I am invested. I also track my trades in the same sheet and update the profits to track XIRR returns overall.
This is working fine for ...
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