Logo
Search
Search
View menu

Analysis of Mutual Fund

Presentations | English

A mutual fund is an open-end professionally managed investment fund that pools money from many investors to purchase securities. Mutual fund analysis typically consists of an elementary analysis of the fund's strategy (growth or value), median market cap, rolling returns, standard deviation, and perhaps a breakdown of its portfolio by sector, region and so on. Traditional mutual fund analysis can be a valuable tool to determine a fund's attractiveness relative to its peers. A mutual fund's risk profile can be analysed using a riskometer. All mutual funds should be researched thoroughly to gauge their appetite for risk as well as their ability to outperform the market. The presentation gives better understanding on the topic.

Picture of the product
Lumens

8.75

Lumens

PPTX (35 Slides)

Analysis of Mutual Fund

Presentations | English