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  2. Gavekal - Wikipedia

    en.wikipedia.org/wiki/Gavekal

    Investment management. Wealth management. Software development. AUM. US$2.4 billion (2023) Website. web .gavekal .com. Gavekal is a financial services company headquartered in Hong Kong. Its main business activities include financial research and investment management services.

  3. GaveKal Capital Surpasses $500 Million in Assets Under ... - AOL

    www.aol.com/2013/05/06/gavekal-capital-surpasses...

    GaveKal Capital Surpasses $500 Million in Assets Under Management Knowledge Leaders Strategy Bests Benchmark Since Inception with Less Than Half the Risk DENVER--(BUSINESS WIRE)-- GaveKal Capital ...

  4. GaveKal Knowledge Leaders Fund Outperforms Benchmark ... - AOL

    www.aol.com/news/2012-11-13-gavekal-knowledge...

    GaveKal Knowledge Leaders Fund Outperforms Benchmark with Less Than Half the Risk in First Two Years Firm surpasses $430 million in AUM, expands team as market validates fund's innovation focus ...

  5. List of US mutual funds by assets under management - Wikipedia

    en.wikipedia.org/wiki/List_of_US_Mutual_Funds_By...

    Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9

  6. 6 Different Types of Mutual Funds Explained - AOL

    www.aol.com/finance/6-different-types-mutual...

    6 Main Types of Mutual Funds. There are six major types of mutual funds: stock funds, bond funds, money market funds, index funds, sector funds and balanced funds. Read on to learn about each type ...

  7. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    Sharpe ratio. In finance, the Sharpe ratio (also known as the Sharpe index, the Sharpe measure, and the reward-to-variability ratio) measures the performance of an investment such as a security or portfolio compared to a risk-free asset, after adjusting for its risk. It is defined as the difference between the returns of the investment and the ...

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