Financial Markets Book Financial Markets For The Rest Of Us
An Easy Guide To Money, Bonds, Futures, Stocks, Options, And Mutual Funds


Page 357

hedge funds is typically set up by a management team and headed by a hedge fund manager that invest in high risk emerging companies, startups, derivatives, and other risky securities in the hopes of big windfalls. Hedge funds are not regulated by the SEC and by law are restricted to less than 100 investors. Most have a minimum required investment of $500,000 to $1 million. They generally charge a 1-2% management fee and may take as much as 20% of the profits.

Style Box

If all this talk about fund styles has your head spinning, don’t get discouraged. There is help on the way, and it comes in the form of a grid known as the style box (devised by Morningstar, the mutual fund rating company). Just about all popular funds (and some unpopular ones) publish their style boxes to describe their investment styles (if not in their prospectus, perhaps in their snapshot profiles).

The style box is not necessarily a strict definition of a fund’s investment approach, neither does it always convey a fund’s historical style. But it is the fastest way to get an idea about a fund’s general investment tendencies and therefore it can also be used as a tool for risk assessment when evaluating a fund. You can usually find the style box in the fund’s profile or snapshot document which gives a quick summary of some of the key points of the fund.

There are two types of style boxes. One for stock (equity) funds and the other for bond (fixed-income) funds. Hybrid funds may use both to define their styles. Each box is divided into nine cells, with each cell having definitions on the horizontal and vertical axes. The fund’s style is normally defined by marking a certain cell within the style box.


<< Prev Page   |:::::::::::::::::::::::::|   Next Page >>
Table of Contents
Copyright and Disclaimer
  • If you have enjoyed reading this page, please consider purchasing the book or making a donation.
  • Book Chapters
    Table of Contents Copyright and Disclaimer Foreword Money
    Bonds Futures Stocks Options
    Mutual Funds Retirement Final Words Appendix A

    Read Financial Markets  |   Home  |   Blog  |   Web Tools  |   News  |   Articles  |   FAQ  |   About  |   Contact

    © 2001-2008 Robert Vahid Hashemian
    Support the effort
    Liked this page?
    Please consider creating a link to it
    from your Web site.

    hashemian.com
    هاشمیان.com

     Home

     Blog

     Web Tools Add Free Web Tools custom Google Toolbar button (Requires Toolbar >V4)
    Usage

     News

     Articles

     FAQ

     About

     Contact

     Financial Markets Book
    Read Complete Book



    BOOK
    All Things Oz Small Note Cards in a Two-Piece Box (Potter Style)
    Linda Sunshine
    $12.00

    BOOK
    Driver Ed in a Box. (Hot! products: learning styles and driver education).(Product/Service Evaluation): An article from: Practical Homeschooling
    Bill Pride
    $5.95

    BOOK
    Style Box Set
    Christiane Reiter
    $39.99


    BOOK
    Barefoot Contessa Farm Stand Note Cards in a Two-Piece Box (Potter Style)
    Ina Garten
    $12.00


    BOOK
    All Things Oz Large Note Cards in a Magnetic-Closure Box (Potter Style)
    Linda Sunshine
    $15.00

    |style-box|

    more…




    Get Kindle

    aStore - Hashemian.com on Amazon

    Visits: Powered by hashemian.com

     

     

     

     

     

    Search Hashemian.com





    ROCKER BOX MOUNT SPEEDO SPEEDOMETER HARLEY & CHOPPER
    $299.95
    Ends: Sun Dec 7, 2008 15:38:21 EST


    MATCHBOX Snow Monster Mega Rig Adventure, New In Box
    $9.99
    Ends: Sun Dec 7, 2008 15:38:22 EST


    Porsgrund Norway Gold Viking Ship Runic Style Coaster
    $9.99
    Ends: Sun Dec 7, 2008 15:38:59 EST


    Mary Kay MK Mens Moisturizer Brand New Still In Box
    $13.75
    Ends: Sun Dec 7, 2008 15:39:28 EST


    BRAND NEW IN THE BOX DELL E198WFP 19" LCD MONITOR
    $150.00
    Ends: Sun Dec 7, 2008 15:39:39 EST

    more…