Meaning & Definition

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mutual fund portfolio overlap

Mutual Fund Portfolio Overlap

Meaning of Mutual Fund Portfolio  A mutual fund is an investment vehicle that pools money from investors and invests in purchasing assets like equity, bonds, government securities and other securities. The mutual fund portfolio is designed to match its investment...

mutual fund custodian

Custodian in Mutual Fund

Mutual funds are gaining importance and have become a preferred investment option among investors. There is convenience and ease of investing and tracking the mutual fund investments. A mutual fund organisation aims to trade in stocks, bonds and other securities...

tracking error in index funds

Tracking Error in Index Funds

Are you looking for a passive investment fund for your financial goals? Are you looking for returns that match the stock market? Then index funds can serve your purpose. This is a passive mutual fund that tracks and replicates the...

offshore funds

Offshore Funds

What are Offshore Funds? Offshore funds are mutual funds that invest across overseas markets - multinational and international corporations. Hence, they are also commonly referred to as international funds or foreign funds. Additionally, they may invest in fixed income assets...

r squared

R Squared

What is R Squared? R-Squared measures the extent of variation in the dependent variable due to the independent variable. In other words, it tells how much a variable's performance can be due to the behaviour of another variable. The value...

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hedge fund manager

Hedge Fund Manager

A hedge fund manager is a person who manages the hedge fund. They oversee the operations of the fund. Moreover, they are responsible for the performance of the fund and protecting investor’s assets. This article covers hedge fund manager’s roles...

Mutual Fund Knowledge Base

Smart Beta Funds

Exchange-traded funds (ETFs) are pooled marketable securities that function very similarly to mutual funds. Unlike mutual funds, you can buy and sell exchange-traded funds (ETFs) on the stock exchange, similar to conventional stocks. A smart beta ETF expands on a...

expense ratio

Expense Ratio

What is Expense Ratio in Mutual Fund? The expense ratio or annual fund operating expenses is a ratio that measures the per-unit cost of managing a fund. Simply put, it is a ratio of the fund’s total expenses and it’s...