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2. Investment performance - Wikipedia

   en.wikipedia.org/wiki/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.

3. Fidelity Magellan Fund - Wikipedia

   en.wikipedia.org/wiki/Fidelity_Magellan_Fund

   Fidelity Magellan Fund The Fidelity Magellan Fund (Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [2] On January 14, 2008, Fidelity announced that the fund would open to new ...

4. Mutual fund - Wikipedia

   en.wikipedia.org/wiki/Mutual_fund

   Mutual funds are regulated by governmental bodies and are required to publish information including performance, comparisons of performance to benchmarks, fees charged, and securities held. A single mutual fund may have several share classes, for which larger investors pay lower fees.

5. 3-fund portfolio: What it is and how it works

   www.aol.com/finance/3-fund-portfolio-works...

   A three-fund portfolio is an investment strategy that involves holding mutual funds or ETFs that invest in U.S. stocks, international stocks and bonds. The strategy is popular with followers of ...

6. Index fund - Wikipedia

   en.wikipedia.org/wiki/Index_fund

   Index fund. An index fund (also index tracker) is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance ("track") of a specified basket of underlying investments. [1] While index providers often emphasize that they are for-profit organizations, index providers have the ...

7. Assets under management - Wikipedia

   en.wikipedia.org/wiki/Assets_under_management

   Assets under management is a popular metric used within the traditional investment industry as well as for decentralized finance, [3] such as cryptocurrency, to measure the size and success of an investment management entity. [4] AUM represents the market value of all of the securities that a financial entity owns and manages, or simply manages.

8. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   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.

9. MSCI World - Wikipedia

   en.wikipedia.org/wiki/MSCI_World

   MSCI World. The MSCI World is a widely followed global stock market index that tracks the performance of around 1500 large and mid-cap companies across 23 developed countries. [1][2] It is maintained by MSCI, formerly Morgan Stanley Capital International, and is used as a common benchmark for global stock funds intended to represent a broad ...