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Mutual Fund Education
Negative Bond Yield and Implications for Investors
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
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These new rules proposed by the SEC would require funds to offer more information about their holdings. Funds would also be subject to stress tests.
The changes were triggered by the practice of highly controversial alternative mutual funds. Alternative mutual funds often use derivatives to boost profitability.
These funds have been popular among clients, but could soon be limited. The SEC plans on limiting the amount of derivatives that can be sold by asset managers to small investors. There would also be limitations put on alternative mutual funds and leveraged ETFs.
In addition, funds would be required to submit documentation to the SEC regarding the data on their holdings.
The SEC also plans to require these funds to outline how their businesses could be sold in the case that it was forced to dissolve.
| Mutual Fund | Assets Under Managment |
|---|---|
| BlackRock | $4.59 Trillion |
| Vanguard | $2.86 Trillion |
| State Street | $2.48 Trillion |
| Pimco | $1.97 Trillion |
| Fidelity | $1.95 Trilion |
Receive email updates about best performers, news, CE accredited webcasts and more.
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
News
Daniel Cross
|
Check out our latest edition of trending funds series, wherein 3 top performing...
Practice Management
Kristan Wojnar, RCC™
|
Read ahead to learn how to gain assets and clients by focusing your...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
Mutual Fund Education
Multi-asset strategies, also known as balanced strategies, combine different assets, such as stocks,...
Mutual Fund Education
Sam Bourgi
|
REITs and real estate mutual funds are both designed for investors who want...
These new rules proposed by the SEC would require funds to offer more information about their holdings. Funds would also be subject to stress tests.
The changes were triggered by the practice of highly controversial alternative mutual funds. Alternative mutual funds often use derivatives to boost profitability.
These funds have been popular among clients, but could soon be limited. The SEC plans on limiting the amount of derivatives that can be sold by asset managers to small investors. There would also be limitations put on alternative mutual funds and leveraged ETFs.
In addition, funds would be required to submit documentation to the SEC regarding the data on their holdings.
The SEC also plans to require these funds to outline how their businesses could be sold in the case that it was forced to dissolve.
| Mutual Fund | Assets Under Managment |
|---|---|
| BlackRock | $4.59 Trillion |
| Vanguard | $2.86 Trillion |
| State Street | $2.48 Trillion |
| Pimco | $1.97 Trillion |
| Fidelity | $1.95 Trilion |
Receive email updates about best performers, news, CE accredited webcasts and more.
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
News
Daniel Cross
|
Check out our latest edition of trending funds series, wherein 3 top performing...
Practice Management
Kristan Wojnar, RCC™
|
Read ahead to learn how to gain assets and clients by focusing your...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
Mutual Fund Education
Multi-asset strategies, also known as balanced strategies, combine different assets, such as stocks,...
Mutual Fund Education
Sam Bourgi
|
REITs and real estate mutual funds are both designed for investors who want...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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