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There are several types of domestic-hybrid mutual funds that apply various stock/bond allocations in efforts to provide …-moderating bond allocations were to be fully realized. Later,the more established and successful of these funds were deemed … allocation funds. Each form focuses on a different approach to stock/bond allocation, and their histories precede their overall …
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Despite recent turmoil in the financial markets, the mutual fund industry continues to be one of the extraordinary growth stories in the history of American financial markets. In 1984, net mutual fund assets totaled 370 million. Today, they are at 10.1 trillion. A major reason for their...
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First, this study reviews Morningstar analytical grading measures used by investors to choose mutual funds. These measures include Morningstar Star Ratings, Analyst Ratings, Total Pillar Ratings, Upside and Downside Capture Ratios, and Stewardship Ratings. Second, the study provides results of...
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-hybrid mutual funds that apply various stock/bond allocations in efforts to provide full diversification in one portfolio. These … participants. This design was considered appropriate if the benefits of risk-moderating bond allocations were to be fully realized … stock/bond allocation, and their histories precede their overall label as domestic-hybrid funds …
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The pdf file includes the forthcoming book table of contents.This book was the culmination of two experiences. The first and basic experience was the some ten years teaching analysis of mutual funds to undergraduates and MBAs at the Robert H. Smith School of Business, University of Maryland....
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