Localfund.com - All about Fund and Investment
*Home>>>Mutual Fund

How do they calculate beta in mutual fund?


How do they calculate beta in mutual fund?

GO TO SITES LIKE MONEYCONTROL.COM AND ICICIDIRECT.COM

I believe it is the weighted average of the betas of the underlying equities.

I dont know if the above answer is correct or not.I think not, as the beta should be representative of the funds
performance, not just the underlying stocks as mututal
funds trade in and out of stocks, as well as do hedging with derivitives, options, etc.

I have no problem being proved wrong though... :)

The measure of Beta is very simple.

Measure it against the performance of the SPY.

Put that into a number relative to 1, and you have the answer.

Simply put, it is calculated the same way as the Beta of the stock.

Confirmed YES. There are no 2 ways about it.

KKP

Tags
  Online Investment   Online Business   Offshore Investment   Mutual Fund   Money Market Funds   Money Investment   Managed Fund   Make Money
Related information
  • Suppose a Nav cross 100 in Mutual Fund what happen?

    Only two things can happen in Growth MF schemes on the nav, it may go up or go down. Reliance growth fund's Nav is Rs 360+, Birla Sun Life equity is Rs250+. As an invested person your only cho...

  • How would I find an old mutual fund?

    Try this website (Yahoo) and go to Yahoo Finance. They have a way to look up equities (stock, mutual funds, etc.). Otherwise, do a google search for other stock valuation websites.

    ...
  • What is the difference between a mutual fund and a unit trust?

    A mutual fund typically offers some liquidity. i.e. you can subscribe and redeem shares on a regular basis based on the calculated net asset value (NAV). A unit trust is sold on the open market, ...

  • What does the 'NAV' of a mutual fund imply?

    The net asset value (NAV) of a mutual fund is simply its assets minus its liabilities. In other words, NAV equals the fund's worth. If a fund has assets of $50 million and liabilities of $10 m...

  • Question about cds/stock, bonds/ or mutual fund?

    $100 is not a lot of money when it comes to investing. There is one option that I know of that you might wish to consider. Go to sharebuilder.com and buy $100 worth of RSP. It is an index fund i...

  • What is Maxim Aggressive Profile II Mutual fund ticker symbol?

    It probably doesn't have a recognized ticker symbol on most websites, but you can look it up on Morningstar (ticker symbol F0002A, or use the link below).

    ...
  • When assesssing the risk of a mutual fund, what does Alpha mean?

    I get all my definitions on financial stuff from InvestorWords.com. I'm sure it has a good explanation of the term. They usually have at least a few definitions as well as links to related w...

  • What do you think about caibx mutual fund?

    Caibx has a lot of expenses. If it is a free choice I'd put my money elsewhere. It has a 5.75% load and .25% 12b1 fee. It has a decent expense ratio but if you keep your fund for 5 years i...

  •  

    Categories--Copyright/IP Policy--Contact Webmaster