Mutual Fund: Eaton Vance Atlanta Capital SMID- Cap I (EISMX) EISMX main objective is to seek long-term capital growth, it invests mostly in companies with small market capitalization. EISMX also strives to mirror the Russell 2000 stock index, in other words this is a passively managed fund.
Historically, EISMX has been a very well preforming fund, the citations page show the astronomical growth it has had over the last 10 years. Ten years ago, EISMX was priced at $11 per share, then within five years, it grew to almost $17 per share, and then to its current price of $27 per share. The graphs included in the citation show a consistent upward trend line with no major gaps in performance over the last 10 years, excluding the 2008-2009 years. Although performance wasn’t the best during those years, EISMX still didn’t drop as far as most stocks or competing mutual fund, another impressive benchmark is to look at how the fund has done since inception. Since inception the fund has increased by 10.29%. EISMX is a very cost efficient fund, it costs 97 bps while the industry average cost is 114 bps, it also a no load fund, meaning that deposits can be
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It has kept the same goals and a very similar asset allocation. FDSWX is 100% in equities, mostly because it is a dividend strategy. It can be said that an investor may ever see FDSWX swaying away from being 100% invested in equities just because that is the style required for a fund like this. The tracking error is used to compare how closely the fund is following the benchmark. The benchmark for FDSWX is Russell 1000 Value TR USD and it has kept very closely in tandem. Mostly being able to capture all of the uptrend and minimal of the down trend. Once again this being a rather young fund it is very close to the Russell Fund but I believe as time goes on we will see further separation from the benchmark due to FDSWX being a fund
After having a very successful performance and getting second place on the first Littlefield simulation game we knew what we needed to do to win the second simulation game. We were very eager to outperform our competition and we almost did so, but ended up in second place again with a cash balance of $2,660,393.
DFA’s investment strategy is based on their belief in the principle that stock market is efficient. They attempt to match a broad-based, value-weighted small-stock index and position themselves in the market as a passive fund manager that still claimed to add value by capturing specific dimensions of risks identified by financial science. DFA’s investment strategy incorporates elements of both passive and active management. It is passive in the sense that like many other index managers, it focuses on the importance of diversification, lower turnover and lower fees than actively managed portfolios. It is active in the sense that it develops its small-value stock focus based on academic research and uses certain techniques (such as
Best fit index of fund: S&P 500 (the index of the pre-merger Amoco equity investment)
As of November 17, 2017, we had a negative return of 7.46%, whereas the benchmark index generated a return of 3.48%, meaning that we underperformed the benchmark by 10.94%. The decrease in market value of common stock holdings accounted for approximately 3.46% of the total loss, and losses from futures contracts accounted for approximately 4%. The standard deviation of our portfolio was 3.41%. Our portfolio had a shape ratio of -2.35%, and the information ratio was computed to be -9.6%.
The Australian Legal System response to the Mabo case has changed greatly ever since the first time it was introduced. Many different acts were introduced and/or amended as a result of this case. The effectiveness of the law and the law reform in protecting the rights of individual and society at large is demonstrated throughout this essay.
The NVR have limited hardware upgrade potentials (future firmware upgrade might...) such as audio RCA ports or RS485 port for PTZ camera, not available as an add-on at this time. The latter is useful in large area coverage.
BLUF: MG Smith’s intent is to host Chris Roberts, a cybersecurity professional, to speak to leaders within the Alabama National Guard, as well as other state and civilian agencies. This presentation will focus on the threats we face in the cyber world today. MG Smith extended an invitation to Mr. Roberts as discussed in the background section of this paper. The date, location and audience are to be determined.
« Mattel regards the thoughtful management of the environment and the health and safety of its employees, customers, and neighbors as among its highest priorities and as key elements of its responsability to be a sustainable company »
The fund is managed by two different investment advisors, which are Wellington Management Company and Vanguard’s Quantitative Equity Group. So investment strategies are summarized on its 2016 annual report as follows
A few weeks earlier, John M. Case, board chairman, president, and sole owner of the
Theoretically, with the results of the P / E multiples, the company's value or performance can be determined by multiplying the company's profit with this ratio upon the target company. Phelps’s P/E multiples have increased from the previous quarter in which attract companies’ attention for acquisition. Higher P/E means PD use stock as consideration more frequently. In addition to positive EV/Sales, it shows that Phelps has more debt rather than cash. However, the growth of Phelps’ P/E targets a good prospect in future earnings. For ROE, as higher the return is better so, with this ROE, FCX can use it to compare the other companies.
the case mentioned a nurse already using hydrocolloid dressing for blemishes by cutting it into little pieces. > cutting the size down cuts costs
1. Fund manager are expertise in the technology industry and thus the fund deals with technology driven companies which fund managers are comfortable in prediction of individual stock related risk and return and they are able to evaluate the technology field and pick up outperforming and positive alpha stocks in the technology field accurately.
1. The fund deals with technology driven companies due to the expertise of its fund manager in that area; comfortable in prediction of individual stock