Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Return Ranking - Calendar | |||||
---|---|---|---|---|---|
Period | SHRAX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
2014 | 12.30% | -0.70% | 12.30% | 11.11% | 1 |
2013 | 43.40% | 23.90% | 43.40% | 11.11% | 1 |
2012 | 15.10% | 10.80% | 19.60% | 77.78% | 4 |
2011 | -0.90% | -12.10% | 12.50% | 66.67% | 3 |
2010 | 23.90% | 11.40% | 23.90% | 11.11% | 1 |
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...
Return Ranking - Calendar | |||||
---|---|---|---|---|---|
Period | SHRAX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
2014 | 12.30% | -0.70% | 12.30% | 11.11% | 1 |
2013 | 43.40% | 23.90% | 43.40% | 11.11% | 1 |
2012 | 15.10% | 10.80% | 19.60% | 77.78% | 4 |
2011 | -0.90% | -12.10% | 12.50% | 66.67% | 3 |
2010 | 23.90% | 11.40% | 23.90% | 11.11% | 1 |
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...