fund switching investment & finance definition
An investment activity in which shares in one mutual fund are sold and the proceeds from the sale are reinvested in another mutual fund.
Fund Supermarket? - Any brokerage firm that offers a variety of options for investment in countless mutual funds available from given fund families. These are similar in their function to the local retail supermarkets where one buys groceries.
Fund Manager
The person responsible for investing the monies of a mutual fund. Some funds are run by one person, others by committee.
Investing terms and definitions starting with
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Fund Manager Vs Traditional Broker: Weighing the Pros and Cons
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Fund Managers and Portfolio Structures
At the heart of institutional fund management however are the fund managers whose job it is to invest and divest client monies.
Hedge Fund Performance
There are several published studies that indicate hedge funds will outperform their mutual fund counterparts in bear markets.
Definition
Fund of Funds
A commodity pool that invests in other commodity pools rather than directly in futures and options contracts.
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Technical Analysis & Behavioural Finance in Fund Management
Investing with Anthony Bolton, 1st edition
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Bond fund - The fund specializes in pooling the purchase of bonds into a diversified, managed portfolio. The price of the bond fund share is based on the outstanding value of the bonds in the portfolio.
PIPE Fund
A specialized hedge fund - PIPE is an acronym standing for Private Investment in Public Equities.
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Hedge fund
Hedge funds are high risk collective investment funds that use a variety of techniques including complex arbitrage and short selling. They are often highly geared.
Mutual Fund
A portfolio of stocks, bonds or other securities administered by a team of one or more managers from an investment company who make buy and sell decisions on component securities.
Index Fund
Index Fund describes a type of mutual fund or Unit Investment Trust (UIT) whose investment objective typically is to achieve the same return as a particular market index, such as the S&P 500 Composite Stock Price Index, ...
Mutual Fund Proxy Voting Records and Policies
Do you want to know how mutual funds vote their proxies?
A new fund Set up in a Fund family to emulate another successful fund.
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Mutual fund
An open-end investment company. Equivalent to unit trust.
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Mutual Fund Investing
Need Help with Investing? Look into Mutual Fund Investing.
Hedge fund risk
Investing in certain types of hedge fund can be a riskier proposition than investing in a regulated fund, despite a "hedge" being a means of reducing the risk of a bet or investment.
No-load fund
Is a mutual fund that does not yield a sales commission for the investment professional selling you the fund.
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Fund managers are ever on the lookout for ways to spin the stats to hide lousy track records and to find ways to obscure fees. To add insult to (financial) injury, investors end up being penalized for selling. So what's an investor to do?
Fund companies can raise or lower expenses anytime their less-than-active board of directors (for more on this, check out my five biggest peeves column) agrees to pass along a proxy vote to shareholders.
A fund which invests primarily in securities of companies engaged in a single sector. These funds are more risky and more volatile than the broad market, as they are less diversified.
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All fund families advise prospective investors not to focus on performance alone. They strongly advise you, the investor, to read the prospectus carefully to review strategy, risks, and fees so you know the whole picture before investing.
The fund also provides market participants with an option that is highly illiquid and transparent.
The fund invests in foreign developed- and emerging-market companies that management believes have serious growth catalysts set to materialize in the next few years.
Hedge Fund is designed to be a partnership arrangement between the fund manager and accredited investors, with the fund manager acting as the general partner responsible for making investment decisions.
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A hedge fund is a special type of fund with fewer restriction on the types of investments it can make. Of particular interest is a hedge fund's ability to sell short.
But the fund manager is bound by a responsibility to find the best deals and the lowest brokerage commissions that she possibly can for you. A broker may provide a "deal" to the mutual fund as well.
A mutual fund is managed by an Asset Management Company (AMC). Professional investors, who study where and when to make investments staff the AMC.
Any hedge fund definition also needs to include geographical jurisdictions. This is a mine field, known as regulatory arbitrage where the best terms are selected for business purposes.
If a hedge fund is claiming an exemption from registration based on the safe harbors provided by Regulation D under the 1933 Act, the fund must file a Form D with the SEC within 15 days after the initial closing of the hedge fund offering.
An open-end fund is priced on the sum total of the assets divided by the number of shares. These funds may charge a fee for purchase or they may be no-load.
Best Mutual Fund - How to Select One?
Selecting the best mutual fund can be quite a challenging job since there are tons of mutual funds out there and they have different risks and rewards.
Class B mutual fund shares are a particular type of shares that you have an option to purchase within, or as part of, your mutual fund. The class system is a short way to describe which types of fees and commissions you or your broker can expect.
A foul weather fund provides investors with a tool for hedging the risk of loss associated with an unfavorable market climate.
The Best Mutual Fund Companies
With so many mutual fund companies out there, it is hard to choose the best ones for you.
The Perfect Mutual Fund - By Charles M. O'Melia
The Perfect Mutual Fund Is the Mutual Fund you build yourself! ...
Prior to making an investment decision, in regard to a money market fund, it will be a good idea to acquire and revise all the information that is available for the fund.
When three Boston money managers pooled their money in 1924, the first mutual fund was born.
Management fees are the monies paid to the fund managers responsible for handling investment decisions of the mutual fund. For the majority of the time the fee is paid regardless of whether the fund makes money or not.
Buying Stocks or Buying an ETF (Exchange Traded Fund)
Charts of QQQ and NDX shown below.
The idea behind this portfolio is simplicity itself: Trade the winners. Periodically review the portfolio and substitute another fund if it is performing better than one owned.
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Fund
A fund is a collective investment scheme where money is pooled, which is invested in a portfolio of securities with a common investment purpose.
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Fund Family
The group of mutual funds managed by a single company.
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Fund of Funds: A commodity pool that invests in other commodity pools rather than directly in futures and options contracts.
Fund switching When an investor sells shares in one mutual fund and reinvests the proceeds in another mutual fund.
Futures contract Contract to buy or sell a security or commodity at a predetermined price at some future date.
Fund: see managed investment.
Futures : a derivative investment, an obligation to buy or sell a specified quantity of an underlying asset at some time in the future, at a price which is agreed when the contract is executed.
Fund: see managed investment.
Futures: a derivative investment in which parties agree on an obligation to buy or sell a specified quantity of an underlying asset at some time in the future, and the price.
Fund: see managed investment.
Futures: An obligation to buy or sell a specified quantity of an underlying asset at some time in the future, at a price which is agreed when the contract is executed.
Fund Class
To accommodate the largest number of investors, many funds offer separate classes of shares, each carrying different load structures.
Fund Family - An investment management company that offers several types of mutual funds.
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GAAP - Generally Accepted Accounting Principles.
Fed Fund Rate - The interest rate on Fed funds. This is a closely watched short term interest rate as it signals the Feds view as to the state of the money supply.
Two-fund separation theorem
The theoretical result that all investors will hold a combination of the risk-free asset and the market portfolio.
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Load fund
A mutual fund that charges a sales commission, as opposed to a no-load fund, which doesn't levy a fee when you buy or sell.
BOND FUND - (1) A colloquial term for a municipal securities investment company. The investment company holds a diversified portfolio of municipal securities and units or shares in the investment company are sold to investors.
BOND FUND
Mutual fund holding bonds. Such funds specialize in particular kind of bond, such as government, corporate, convertible, high-yield, mortgage-backed, municipal, and foreign or zero-coupon bonds.
LOAD FUND A mutual fund with shares sold at a price including a sales charge--typically 1% to 8% of the net amount indicated. Some "no-load" funds have distribution fees; these are typically 0.25%.
Gilt Fund
A mutual fund that invests in several different types of medium and long-term government securities in addition to top quality corporate debt. Gilts originated in Britain.
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Bond fund: A mutual fund that invests in a widely diversified portfolio of bonds with varying maturities. A bond fund usually holds bonds issued by governments as well as by major corporations.
 See also: Market, Stock, Investment, Investing, Vesting
  
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