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News, opinion and commentary

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Sizing up the heavyweights

Article Abstract:

Experts say that the performance of large mutual funds is largely dependent on the manager's investment strategy and competence, the same factors that determine the performance of small and medium-size funds. Advantages and disadvantages of large mutual funds are described.

Author: Forrest, Diane
Publisher: Rogers Publishing Ltd.
Publication Name: Maclean's
Subject: News, opinion and commentary
ISSN: 0024-9262
Year: 1997
Analysis, Investment analysis, Securities analysis

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Asset allocation and balanced funds

Article Abstract:

The goal of asset allocation is to maximize an investment portfolio's return while minimizing its risk. Balanced or asset allocation funds use 2 types of asset allocation: strategic asset allocation and tactical asset allocation.

Publisher: Rogers Publishing Ltd.
Publication Name: Maclean's
Subject: News, opinion and commentary
ISSN: 0024-9262
Year: 1997
Management, Portfolio management, Investments

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Subjects list: Methods, Mutual funds, Open end mutual funds, Closed end mutual funds
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