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  2. 6 Different Types of Mutual Funds Explained - AOL

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

    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. 1. Equity Funds. Equity ...

  3. ETF vs. mutual fund: Which is the better investment? - AOL

    www.aol.com/finance/etf-vs-mutual-fund-better...

    So mutual funds are quite a bit more expensive than ETFs, comparing their respective averages. For example, in 2022 an average mutual fund (asset-weighted) would cost 0.44 percent of your assets ...

  4. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

  5. Best total stock market index funds - AOL

    www.aol.com/finance/best-total-stock-market...

    Wilshire 5000 Index Investment Fund (WFIVX) This fund seeks to replicate the total return of the Wilshire 5000 Total Market Index, which includes about 3,500 stocks and is market-cap weighted ...

  6. Lipper average - Wikipedia

    en.wikipedia.org/wiki/Lipper_average

    Lipper average. Lipper Average also known as Lipper Index are a series of indices produced by Lipper, a subsidiary of Thomson Reuters, that establish benchmarks to measure the performance of a portfolio, or of various mutual funds and exchange-traded funds. [1] [2] They allow an investor, a portfolio manager, or an institutional investor to ...

  7. Carhart four-factor model - Wikipedia

    en.wikipedia.org/wiki/Carhart_four-factor_model

    In portfolio management, the Carhart four-factor model is an extra factor addition in the Fama–French three-factor model, proposed by Mark Carhart. The Fama-French model, developed in the 1990, argued most stock market returns are explained by three factors: risk, price ( value stocks tending to outperform) and company size (smaller company ...

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