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Special Report on

Mutual Fund Performance Chart

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Investors face a persistent challenge in understanding the varied criteria used by socially responsible mutual funds to select portfolio holdings. As there are no universal standards for the industry, a fund that excludes only tobacco from consideration, or that has a specific religious or other focus, is grouped in the socially responsible investment (SRI) category with dozens of other funds which apply a broader range of ethical criteria to the selection of companies. Like the concept of sustainability, social responsibility can address a combination of variables, such as avoidance and affirmative screens, shareholder ...
Public Mutual (Fund Performance Chart And Calculation) – PART 1 ...
(bond/money market) is deducted from your initial investment. For Public Mutual does not impose any repurchase charge on the sale of fund units by investor. Other charges involved are for switching and transfer transactions. (Mutual Gold member free of charge) The rest of the fees such as management/trustee fee, etc.. are all calculated and could be obtained from Accountants’ Report in prospectus. That’s the reason why investor should read to understand more. But if you don’t, can always ask agent. Management/trustee fee is calculated and accrued daily, and payable monthly to the Manager/Trustees. There’s where the source of ... market research, surveys and trends
Green Investing Help (plus Fossil Fools our April Green Biz Interview)
A personal quest to promote the use of wind energy and hydrogen technology in the Great Lakes area of the United States. The Great Lakes area is in a unique position to become an energy exporting region through these and other renewable energy technologies. Green Investing Help (plus Fossil Fools our April Green Biz Interview…) Economic action for a just and sustainable planet Dear daniel stafford, Thanks!  You did it!  You voted and exposed the worst Fossil Fools in our contest to raise awareness about business leaders and government officials whose actions do not represent an investment in our future or the ... market research, surveys and trends


Socially Responsible Mutual Funds - GreenMoney Journal: From the ...
In a year that saw many portfolios end lower - in fact 83 percent of stock mutual funds lost money in 2001 losing an average of -10.9% - there were some bright spots like the average bond mutual fund gaining +5.1% along with the higher fourth quarter giving investors some optimism in the market. Returns for top performing Socially responsible mutual funds for 2001: 1) Ariel Appreciation: +16.2 2) Ariel fund: +14.2 3) Calvert Social Bond: +13.4 3) Citizens Value: +13.4 5) Parnassus - Fixed income: +11.3 6) Parnassus Equity Income: +10.0 Here is a variety of interesting news and returns from the top socially and environmentally ... industry trends, business articles and survey research
Socially Responsible Investing
Investment Forum, visit the Mutual Fund Performance Chart, at .... investing institutions rising nearly 32 percent from $19.6 billion in 2005 to $25.8 ... industry trends, business articles and survey research
Mutual funds in the news
If you suspect that your mutual fund manager might just be tracking an index instead of, you know, actively managing, a new site,, will help confirm your suspicions. Created by fund expert Max Rottersman, the site takes advantage of a statistical measure calledr-squared, which shows how closely correlated a fund is to a benchmark index, such as the Standard & Poor's 500. It also shows how much you might save if you simply bought an index fund that tracks the one most similar to your actively managed fund. For example, iShares S&P MidCap 400 Growth Index fund and the American Funds Growth Fund of America ... market trends, news research and surveys resources
Stay Local With Your Funds
2010 has been a volatile year so far, but market leadership trends have been clear and consistent. My firm's proprietary FundX Upgraders model portfolio, which buys leading no load mutual funds and ETFs and sells laggards, has been reducing its exposure to foreign funds all year, and as of this month, our core holdings are 100% domestic. Leadership has been mostly value funds with a small-mid bias, but a few growth funds land among the current top performers.  Most of our core positions remain highly ranked this month over last, and as we upgrade the few laggards, we continue to add to diversified mid-cap and mid-cap value ... market trends, news research and surveys resources


The SIF Scoop
Apr 19, 2010 ... Of the 160 funds on the Mutual Fund Performance Chart at the end of 2009, SIF analyzed 143 against the standard benchmarks for their asset ... technology research, surveys study and trend statistics
Mutual Fund Prospectus, Tips for Reading One
you invest. The prospectus is the fund's primary selling document and contains valuable information, such as the fund's investment objectives or goals, principal strategies for achieving those goals, principal risks of investing in the fund, fees and expenses, and past performance. The prospectus also identifies the fund's managers and advisers and describes its organization and how to purchase and redeem shares. The prospectus also acts as an "owner's manual" after you've invested in a fund. While they may seem daunting at first, mutual fund prospectuses contain a treasure trove of valuable ... technology research, surveys study and trend statistics
Performance Persistence for Mutual Funds: Academic Evidence
Table 5 below also provides additional insights into the persistence of performance of mutual funds. In this table the performance was measured over ...
Analyzing mutual fund performance | Ask MetaFilter
The first is a defined contribution plan that only my employer can deposit into. It is a well-run state retirement system. I get to choose how the funds are invested. I am in 5 funds, and in the next year (2007) contributions will be ~$420 per quarter ($5k/yr). I like this because, hey, free money. Next is a deferred compensation plan (457[b]) which only I contribute to - there is no matching. Same sort of deal as above, only with a different mix of 5 funds. I contribute ~$215/paycheck biweekly (~$5600/yr). I like this because it is easy -- I don't really notice the deduction and also it's pre-tax. Last is a ...
Question: Stats on Mutual Fund performance vs. S&P 500
I need the following 2 sets of stats: 1) Mutual Fund performance vs. S&P 500 2) Money Advisor / Financial Guru / Analyst performance vs. S&P 500 --- I don't want to have to wade through a lot of possible websites. Sample answer for # 1 above: - 1 URL/PDF that lists the S&P 500 performance figures by year. - 1 URL/PDF that lists of all the Mutual funds, with the annual performance for each one for that year. - data covering the last 10 or 20 years, is more valuable to me than just the last few years. Request for clarification by Researcher davidsarokin on Thu 25 Jun 2009 - 4:13 pm UTC: warmwisdom, ...