Mutual Funds Meredith Markham Managerial Finance Marc Lafond‚ MBA May 5‚ 2013 Mutual Funds There are many different people that can be considered investors. With so many different types of investors‚ it is only natural that there be a variety of types of mutual funds to invest in. “At last count there were more than 10‚000 mutual funds in North America” meaning there “are more mutual funds than stocks” (“Mutual Funds‚” n.d.). For this paper‚ we will focus on five types of mutual funds:
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OF A MUTUAL FUND…………………………………………………2 ADVANTAGES OF MUTUAL FUNDS………………………………..…………..3 DISADVANTAGES OF MUTUAL FUNDS………………………………………..5 FREQUENTLY USED TERMS…………………………………………………….6 TYPES OF MUTUAL FUND SCHEMES…………………………………………..7 BY STRUCTURE BY INVESTMENT OBJECTIVE APPROACHES TO PORTFOLIO MANAGEMENT (FUND MANAGEMENT STYLE)………………………….…12 MUTUAL FUND AND PAKISTAN………………………………………………13 MUFAP (MUTUAL FUND ASSOCIATION OF PAKISTAN) TAXATION ON MUTUAL FUNDS RULES GOVERN MUTUAL FUNDS …………………………………………
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Sources of Funds There are several sources of finance/funds available to any company. Some of the parameters that need to be considered while choosing a source of fund are: • • Tenure • Leverage planned by the company • Financial conditions prevalent in the economy • 2. Cost of source of fund Risk profile of both the company as well as the industry in which the company operates. Categories of Sources of Funds (i) Long term Refer to those requirements of funds which
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February 12‚ 2014 Commercial Real Estate & Investment Revere Street Background/ Purpose Mr. Alexander is a gentleman that is looking to build his investment portfolio through residential real estate. He is looking at investing in a 4-plex in a historical district located within Boston‚ Massachusetts. The building is located on Revere Street and has a listing price of $350‚000. Mr. Alexander is evaluating the possible commitment to understand what he stands to gain from the annual cash
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L3 Language Literacies Learning Harvard referencing guide UniSA This guide will help you apply the Harvard referencing style to your writing at UniSA. It is designed to help you understand the conventions and principles of this style and make decisions about referencing. There are many different versions of the Harvard style. This guide presents one consistent version for use at UniSA‚ which conforms to the Australian Government standard guidelines presented in Snooks & Co (eds) 2002‚ Style manual
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University of Phoenix Material Capital Budgeting Case Your company is thinking about acquiring another corporation. You have two choices—the cost of each choice is $250‚000. You cannot spend more than that‚ so acquiring both corporations is not an option. The following are your critical data: Corporation A Revenues = $100‚000 in year one‚ increasing by 10% each year Expenses = $20‚000 in year one‚ increasing by 15% each year Depreciation expense = $5‚000 each year
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INTRODUCTION Purpose The Puma Athletic Fund is the fundraising entity for the Department of Intercollegiate Athletics (DIA) at Saint Joseph’s College (SJC). Mission The Puma Athletic Fund provides financial support to the DIA so that talented Puma student athletes may enjoy a top-tier educational and athletic experience. All donations to the Puma Athletic Fund directly benefit SJC student-athletes. Goals Athletics will have three primary development goals: Engagement – DIA will engage
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In Ann Petry’s‚ The Street‚ Lutie Johnson struggles to live the American Dream with her son Bub. Lutie see the American Dream as owning her own home‚ having a good job and keeping her son Bub out of trouble. It is not easy for Lutie to achieve this dream during the 1940’s because she is single African American mother. When moving to 116th Street Lutie noticed how the people who live on this street are trapped and they do not have a choice weather to leave or not because they are being controlled
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Harvard Concept (Fisher and Urgy) "Getting to Yes" (also called the Harvard concept) describes a method called principled negotiation to reach an agreement whose success is judged by three criteria: 1. It should produce a wise agreement if agreement is possible. 2. It should be efficient. 3. It should improve or at least not damage the relationship between the parties. The authors argue that their method can be used in virtually any negotiation. Issues are decided upon by their merits
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Title of essay: Exploring Marketing with Delta Airlines as a Case Study Tedlow‚ Richard S. believes that the history of consumer product marketing in the United States can be divided into three phrases.1 The history of marketing will aid us in understanding the business world today and is thus useful in this essay to explore this in brief before embarking on studying Delta Airlines as a case study to approach the topic of marketing‚ in the context of the U.S Airline Industry. Phrase 1 is
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