Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
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Let's take a closer look at whether transparency really matters for portfolio managers...
Oaktree will initially be launching two mutual funds: the Oaktree High Yield Bond Fund and the Oaktree Emerging Markets Equity Fund. The minimum investment for both of these funds will be $25,000.
These types of bonds can carry a significant amount of risk, but have done well in the current healthy market environment. Mutual fund investors should be cautious with these types of funds since they can become risky if the market plummets.
Oaktree Emerging Markets Equity Fund – According to the SEC filing, this fund will invest at least 80% of its assets in equity securities of emerging market issuers. These securities will include common stock, preferred stock, depositary receipts, options, warrants and rights.
Mutual fund investors should understand that although there is upside potential in these types of funds, emerging market exposure can carry risk.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
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This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
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Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Oaktree will initially be launching two mutual funds: the Oaktree High Yield Bond Fund and the Oaktree Emerging Markets Equity Fund. The minimum investment for both of these funds will be $25,000.
These types of bonds can carry a significant amount of risk, but have done well in the current healthy market environment. Mutual fund investors should be cautious with these types of funds since they can become risky if the market plummets.
Oaktree Emerging Markets Equity Fund – According to the SEC filing, this fund will invest at least 80% of its assets in equity securities of emerging market issuers. These securities will include common stock, preferred stock, depositary receipts, options, warrants and rights.
Mutual fund investors should understand that although there is upside potential in these types of funds, emerging market exposure can carry risk.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...