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The Scorecard
Issue #19 July 2017Twin Pandemics
The Value Fund was down
(0.13%) in the second quarter and
is up 2.82% year to date. The
continued weakening of the US
dollar
and
our
Eccentric
holdings
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02
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04
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05
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What is mutual fund performance and?
Mutual fund performance refers to the measurement and evaluation of a mutual fund's returns over a specific period compared to benchmark indices or other funds. It typically includes metrics such as total returns, volatility, and risk-adjusted returns.
Who is required to file mutual fund performance and?
Mutual fund managers and fund companies are required to file mutual fund performance reports as part of regulatory compliance to provide transparency to investors.
How to fill out mutual fund performance and?
To fill out mutual fund performance reports, fund managers need to gather data on the fund's returns, expenses, holdings, and benchmark performance. They then complete the required forms, ensuring all data is accurate and compliant with regulatory standards.
What is the purpose of mutual fund performance and?
The purpose of mutual fund performance reporting is to provide investors with essential information about how well a fund is performing, enabling them to make informed investment decisions.
What information must be reported on mutual fund performance and?
Required information typically includes the fund's total return, performance against benchmarks, expense ratios, turnover ratios, and any significant changes in management or strategy.
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