Equity Fund
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From Wikipedia, the free
encyclopedia A stock fund or
equity fund is a fund that invests in equities more commonly known as
stocks. Stock funds are contrasted with bond funds and money funds. Fund
assets are typically mainly in stock, with some amount of cash, which is
generally quite small, as opposed to bonds, notes, or other securities. This
may be a mutual fund or exchange-traded fund. The objective of an equity
fund is long-term growth through capital gains, although historically
dividends have also been an important source of total return. Specific
equity funds may focus on a certain sector of the market or may be geared
toward a certain level of risk.
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Stock funds can be distinguished by several
properties. Funds may have a specific style, for example, value or growth.
Funds may invest in solely the securities from one country, or from many
countries. Funds may focus on some size of company, that is, small-cap,
large-cap, et cetera. Funds which involve some component of stock picking
are said to be actively managed, whereas index funds try as well as possible
to mirror specific stock market indices.
Fund
types
Index fund
Index funds invest in securities to mirror
a market index, such as the S&P 500. An index fund buys and sells securities
in a manner that mirrors the composition of the selected index. The fund's
performance tracks the underlying index's performance. Turnover of
securities in an index fund's portfolio is minimal. As a result, an index
fund generally has lower management costs than other types of funds.
Growth fund
A growth fund invests in the stocks of
companies that are growing rapidly. Growth companies tend to reinvest all or
most of their profits for research and development rather than pay
dividends. Growth funds are focused on generating capital gains rather than
income.
Value fund
This is a fund that invests in "value"
stocks. Companies rated as value stocks usually are older, established
businesses that pay dividends.
Sector fund
A fund that invests in one area of industry
is called a sector fund. Most sector funds have a minimum of 25% of
their assets invested in its specialty. These funds offer high appreciation
potential, but may also pose higher risks to the investor. Examples include
gold funds (gold mining stock), technology funds, and utility funds.
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More related links about
Equity Fund
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created in 1987 by Local Initiatives
Support Corporation (LISC) to help fuel affordable housing development
through syndication of low-income housing tax ...
www.nefinc.org/
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12 Jan 2010 ... According to Dow
Jones LP Source, private
equity fund
raising took a brutal beating between 2008 and 2009. This is bad news
for the high ...
industry.bnet.com/.../private-equity-fund-raising-tanks-in-2009/
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SSRN-Double or Nothing: Patterns of
Equity Fund
Holdings and Transactions by Stephen Brown, Peter Swan, David Gallagher,
Onno Steenbeek.
papers.ssrn.com/sol3/papers.cfm?abstract_id=555423
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Small Cap Fund, $9.22, +0.05.
International Fund, $8.37, -0.05. High Yield Bond Fund, $7.78, 0.00.
Women's Equity Fund,
$15.56, +0.04 ...
www.paxworld.com/ - United States
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Monthly newsletter focused on growth
funds on a
non-timing basis.
www.equityfundoutlook.com/ -
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Get the latest on The Japan
Equity Fund, Inc.
including up to date news, high quality discussion groups and more on
Google Finance.
www.google.com/finance?q=NYSE:JE
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