entity · derived
Unconstrained mutual funds
Derived node: assembled mechanically from the claims carrying unconstrained-mutual-funds. A roster, not an adjudicated definition.
Every claim under this term
- 2811729-001 : The proliferation of unconstrained mutual funds calls into question whether the retail investor protections built into the Investment Company Act of 1940 remain effective.
- 2811729-002 : Unconstrained mutual funds share multiple investment strategy and risk attributes with fixed income hedge funds, a finding the authors ground in trading data and prospectuses of all such funds launche
- 2811729-003 : The authors stipulate that an unconstrained mutual fund strategy is generally not tethered to any benchmark and instead gives the manager operational freedom to pursue risk-adjusted returns using any
- 2811729-004 : Unconstrained mutual funds combine the regulatory structure of a mutual fund with the investment strategy of a private fund implementing a credit strategy and principally trading fixed income instrume
- 2811729-008 : Unconstrained mutual funds have not delivered superior performance: Morningstar data for funds with three years of investing history offer no evidence that they outperform mutual funds in comparable a
- 2811729-009 : Average unconstrained mutual fund performance over the three years preceding the study was lower than the return on the ten-year Treasury, and poor performance was often accompanied by high fees and i
- 2811729-019 : Unconstrained mutual funds are proliferating at a significant rate, growing steadily since 2007, with the overall trend between 2010 and 2015 showing a steady increase in launches.
- 2998097-034 : Unconstrained mutual funds carry private fund style investment strategies inside the regulatory framework of a traditional mutual fund, and they are widely offered to retail investors who would otherw
- 2998097-038 : The proliferation of unconstrained mutual funds calls into question the effectiveness of retail investor protections under the Investment Companies Act of 1940, because shares in funds that carry priv