(BBA)Select Mutual Funds

(BBA)Select Mutual Funds - Special Topic 4 How to select...

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Unformatted text preview: Special Topic 4 How to select suitable mutual funds How to select suitable mutual funds Types of Mutual Funds 1. Type of Transaction Open-Ended Mutual Funds Close-Ended Mutual Funds 2. Sites of Registration Domestic Mutual Funds Foreign Mutual Funds How to select suitable mutual funds 3. Investment Risk Growth Mutual Funds Balanced Mutual Funds Income Mutual Funds Fixed Income Mutual Funds Aggressive Growth Mutual Funds How to select suitable mutual funds 4.Investment Target Index Mutual Funds Money Market Mutual Funds Income Mutual Funds Funds of Mutual Funds Balance Mutual Funds Stock Mutual Funds Bond Mutual Funds How to select suitable mutual funds 5. Investment Area Regional Mutual Funds Single Country Mutual Funds 6. Special Purpose Hedge Mutual Funds Precious Metal Mutual Funds Globe Mutual Funds How to select suitable mutual funds Step 1. the process to select mutual funds Plan of funds usage Risk tolerance Select particular mutual funds Market condition How to select suitable mutual funds Step 2. Life cycle for investors Income age age 20-35 age 35-55 age over 55 aggressive neutral conservative How to select suitable mutual funds Step 3. 4Ps (people, philosophy, process and performance) Select the best mutual funds Investment performance Investment philosophy Investment process Management team How to select suitable mutual funds Step 4. Select mutual funds of Vanguard Group Performance for latest 1 week, 1 month, 6 month & 1 year Investment process Investment philosophy Research team Top 25% on performance in past 3 years...
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(BBA)Select Mutual Funds - Special Topic 4 How to select...

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