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Mutual Funds

Average Maturity

This measure is used to calculate the sensitivity of a portfolio to changes in interest rates and is a key factor in risk management.

As a financial expert, it is crucial to understand the concept of duration, which is the weighted average of all the maturities of bonds and debt securities in a portfolio. By calculating duration, we can assess the portfolio's sensitivity to interest rate changes, helping us make informed decisions in risk management. In simple terms, duration helps us evaluate how a portfolio would react to fluctuations in interest rates. It is a crucial tool in the world of finance.

Annualized Returns

Investors often gauge the success of their investments by looking at the annual return rate, which is the percentage of profit they earn on their investment each year. This ...

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Turnover

To understand the concept of turnover, imagine a fund that holds a diverse portfolio of assets. The turnover ratio is calculated by dividing the total value of transactions,...

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Investment Strategy

It involves making informed decisions about the allocation of funds, diversification of assets and balancing risk and return. Asset allocation is a key component of investmen...

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Value Stocks

In contrast, Growth Stocks are those that have higher potential for growth and are favored by investors looking for higher returns. Value Stocks refer to stocks that trade ...

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