Question: If growth income and capital preservation are the primary objectives
If growth, income, and capital preservation are the primary objectives of mutual funds, why do we bother to categorize funds by type? Do you think such classifications are helpful in the fund selection process? Explain.
Answer to relevant QuestionsDescribe the process of creating an ETF. How does it differ from the process by which an open-end fund is created? You invested in the no-load OhYes Mutual Fund 1 year ago by purchasing 1,000 shares of the fund at the net asset value of $25.00 per share. The fund distributed dividends of $1.50 and capital gains of $2.00. Today, the NAV ...Briefly discuss holding period return (HPR) and yield as measures of investment return. Are they equivalent? Explain. Why is Jensen's measure (alpha) generally preferred over the measures of Sharpe and Treynor for assessing portfolio performance? Explain. Briefly describe the basic approaches to asset allocation: (a) Fixed weightings, (b) Flexible weightings, and (c) Tactical asset allocation.
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