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  2. Dow Jones Islamic Fund - Wikipedia

    en.wikipedia.org/wiki/Dow_Jones_Islamic_Fund

    The Fund also does not invest in interest-related instruments and may hold cash on a temporary basis. It is possible that such restrictions may result in lower overall Fund performance than those mutual funds which are not subject to such restrictions. One year returns before taxes for the period ending December 31, 2004 were 5.45 percent ...

  3. Bill Miller (investor) - Wikipedia

    en.wikipedia.org/wiki/Bill_Miller_(investor)

    William H. Miller III (born 1950) is an American investor, fund manager, and philanthropist. He served as the chairman and chief investment officer of Legg Mason Capital Management as well as the principal portfolio manager of the Legg Mason Capital Management Value Trust. He is the portfolio manager of the former Legg Mason Opportunity Trust ...

  4. Past performance - Wikipedia

    en.wikipedia.org/wiki/Past_performance

    Mutual Fund Disclosures. The phrase “past performance is not an indicator of future performance” (or similar) can be found in the fine print of most mutual fund literature. Nonetheless, past performance of an investment fund or portfolio, and the management thereof, is frequently considered when judging the fund or the management of it.

  5. Amana Mutual Funds Trust - Wikipedia

    en.wikipedia.org/wiki/Amana_Mutual_Funds_Trust

    The Amana Income Fund, founded by Unified Management Corporation, Indianapolis, IN, in 1986, was the Trust's first fund. The Amana Growth Fund was created in 1994. The Amana Developing World Fund was created in 2009. All three funds are managed according to Islamic principles. Traditional mutual funds are off-limits to Muslims, because they ...

  6. Active management - Wikipedia

    en.wikipedia.org/wiki/Active_management

    Active management. Active management (also called active investing) is an approach to investing. In an actively managed portfolio of investments, the investor selects the investments that make up the portfolio. Active management is often compared to passive management or index investing.

  7. Style drift - Wikipedia

    en.wikipedia.org/wiki/Style_drift

    It is widely acknowledged that style drift is a common practice particularly by active mutual funds in the financial markets. [7] While passive funds (often called "index funds") employ a buy and hold strategy often following an index, active funds take on an active investment approach by picking stocks that move in and out of the market. [8]

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