Fund Family? - This term refers to a company that specializes in offering mutual funds of different types. They make available a variety so that those who acquire them can alternate their forms of investments.
fund family investment & finance definition
See family of funds.
More from YD ...
Definition
Mutual fund family
A variety of mutual funds with differing investment objectives, offered by one mutual fund company.
RELATED CATEGORIES ...
A new fund Set up in a Fund family to emulate another successful fund.
Related Links: ...
Fund family
Set of funds with different investment objectives offered by one management company. In many cases, investors may move their assets from one fund to another within the family at little or no cost.
Fundamental beta ...
Fund Family
The group of mutual funds managed by a single company.
Fundamental Analysis ...
FUND FAMILY The management company that runs and/or sells shares of the fund. Fund families often offer several funds with different investment objectives.
Fund Family - An investment management company that offers several types of mutual funds.
Return to Top
GAAP - Generally Accepted Accounting Principles.
Fund Family: a group of mutual funds owned by the same company.
Funds From Operations (FFO): Used in place of earnings per share (EPS) to measure the performance of REITs.
Is a Mutual Fund Family a Better Option for Your Portfolio?
Many new investors who learn about mutual fund investments still ask me, "What is a mutual fund family?".
See GoCurrency World Currencies Page & Currency Converter phone switching The capability of transferring money between funds in the same mutual fund family by telephone request. PHP The ISO currency code for the Philippines Peso.
Every large mutual fund family has a value fund component, which are often broken down by size. For example, a fund family may include small-, mid- and large-cap value funds for investors to choose from.
"I chose Fund A because it is part of a great fund family." However, even great fund families have their dogs.
Can a broker that invests in mutual funds invest in any fund family?
First, for those who don't know, a "fund family" is a company such as Fidelity or Vanguard or a host of others that offers several or many mutual funds. The answer here is no.
The cornerstone of the Vanguard mutual fund family is the Vanguard 500 Index fund.
Past performance is a key indicator as to how a fund family may perform, but a fund's performance may not repeat itself again. Other factors such as portfolio management may be altered for better or worse.
At the end of mutual fund research process, you will have to choose the fund family to trust your money to. Could be Vanguard, iShares... There are many out there.
Also referred to as a "mutual fund family" or simply a "fund family".
Feeder Fund
A fund that conducts virtually all of its investing through another fund (called the master fund).
MTB Group of Funds and Wilmington Funds Reorganize into One Mutual Fund Family
Publish Date: Mar 12, 2012 01:33 PM
Annual Sutherland FINRA Sanctions Survey Shows a 51% Jump in Fines in 2011
Publish Date: Mar 12, 2012 12:38 PM ...
Transferring money between funds in the same mutual fund family by telephone request. There may be a charge associated with these transfers.
Mutual Fund Exchange Switching on mutual fund investment from one fund to a different fund within the same mutual fund family. Mutual Fund Family A group of mutual funds managed by a single company.
Mutual fund supermarket: Rather than limiting itself to a particular fund family, a supermarket offers one-stop shopping for funds from various fund families.
N
...
Exchange Privilege: The option of enabling mutual fund shareholders to transfer their investment from one fund to another within the same fund family.
than several hundred offerings in its stable, from its Select funds that focus on sectors such as utilities and biotechnology to funds with a very broad mandate to money market funds. (One of the benefits of owning funds from within one fund family ...
Some of the larger fund companies are Fidelity, Vanguard, Franklin-Templeton and T. Rowe Price. In many cases, investors may move their assets from one fund to another within a fund company at little or no cost. Also called fund family.
Back to Top ...
include brokerage accounts you or other members of your household have at different firms, college savings accounts (so-called "529 plans") and retirement accounts. You might be able to aggregate purchases in different funds within a fund family or ...
With a single phone call, you can transfer money between different types of funds within the Mutual Fund Family.
Related: Modified pass-throughs Fund familySet of funds with different investment objectives offered by one management company. In many cases, investors may move their assets from one fund to another within the family at little or no cost.
 See also: Investment, Market, Mutual Fund, Offer, Stock
  
|
RSS
