Ads
related to: what is fund performancemedium.com has been visited by 100K+ users in the past month
topchoicespost.com has been visited by 1M+ users in the past month
investor.creincomefund.com has been visited by 10K+ users in the past month
fsinvestments.com has been visited by 100K+ users in the past month
Search results
Results from the WOW.Com Content Network
Investment performance. Investment performance is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return.
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 ...
For example, an S&P 500 index fund tracks the collective performance of the hundreds of companies in the S&P 500. If the S&P 500 is up 5 percent in a year, the fund should be close to that, too ...
Performance fee. A performance fee is a fee that a client account or an investment fund may be charged by the investment manager that manages its assets in addition to its management fee. A performance fee may be calculated many ways. With respect to a separate account, it is often based on the change in net realized and unrealized gains ...
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 ...
Carried interest, or carry, in finance, is a share of the profits of an investment paid to the investment manager specifically in alternative investments ( private equity and hedge funds ). It is a performance fee, rewarding the manager for enhancing performance. [3] Since these fees are generally not taxed as normal income, some believe that ...
Ads
related to: what is fund performancemedium.com has been visited by 100K+ users in the past month
topchoicespost.com has been visited by 1M+ users in the past month
investor.creincomefund.com has been visited by 10K+ users in the past month
fsinvestments.com has been visited by 100K+ users in the past month