Essays about: "Top-ten holdings"

Found 2 essays containing the words Top-ten holdings.

1. 1. Home Biasness & International Diversification : Are The Benefits of International Diversification Starting to Deteriorate?

   University essay from Karlstads universitet

   Author : Love Mitteregger; [2016]
   Keywords : Financial Economics; International Diversification; Home Bias; Efficient Frontier; Finansiell Ekonomi; Internationell Diversifiering; Home Bias; Efficient Frontier;

   Abstract : Is home biasness common among modern investors? To which extent do Swedish investors diversify their investments on an international level? Does home biasness negatively affect the investors performance? To answer these questions, correlation tests of various international indices ranging over four different time periods are conducted, in order to see if correlation between markets are stronger today than before, as stronger correlation would render diversification less useful. To enhance the study, the holdings of the top ten Swedish funds, measured in fund capital according to Morningstar, is reviewed, based on data collected per 2014-12-31 from the Swedish Financial Supervisory Agency (FI). READ MORE

3. 2. Asset Composition and Performance of Swedish Listed Mutual Funds

   University essay from Umeå universitet/Företagsekonomi

   Author : Fargol Javidfar; Zhiwen Luo; [2014]
   Keywords : Swedish listed mutual funds; Asset class; Geographic exposure; Top-ten holdings; Passive sub-portfolio; Jensen’s Alpha; Treynor ratio; Fund risk-adjusted performance.;

   Abstract : Fund investments are very popular in Sweden. However, we have the impression that despite this popularity, the average fund investor in Sweden does not pay much attention to the importance and possible link of fund’s asset composition features (e.g. Asset class, Holdings, and Geo-exposure) to fund’s performance. READ MORE