What is meant by AUM in mutual fund?
What is meant by AUM in mutual fund?
Assets Under Management refers to the total market value of the assets that a mutual fund manages at a given point in time. AUM includes the returns a mutual fund has made on its investment as well as the capital a manager has at disposal to make new investments.
What is a good AUM?
Therefore, it is recommended to invest in a small-cap fund that has a reasonable AUM say 500 crores and above. Debt Funds – Fund size or AUM is more important in the case of a debt fund.
How old is John Hussman?
58 years (October 15, 1962)
John Hussman/Age
How many assets are in mutual funds?
The statistic presents the total net assets of US-registered mutual funds worldwide from 1998 to 2020. It was found that the total global net assets of mutual funds registered in the United States amounted to approximately 23.9 trillion U.S. dollars in 2020.
Why AUM is importance in mutual fund?
Assets under management are the overall market value of assets/capital that a mutual fund holds. The fund manager manages these assets and takes investment decisions on behalf of investors. AUM is an indicator of the size and success of a fund house. The AUM-value also includes the returns that a mutual fund earns.
Is fund Size same as AUM?
So What Is Fund Size or AUM? AUM or Assets Under Management refers to the total market value of the assets that are being managed by the mutual fund. Simply put, assets under management or fund size are the overall value of the capital held by the mutual fund in the current market.
Which mutual fund is best?
Here is the list of top 10 schemes:
- Axis Bluechip Fund.
- Mirae Asset Large Cap Fund.
- Parag Parikh Long Term Equity Fund.
- Kotak Standard Multicap Fund.
- Axis Midcap Fund.
- DSP Midcap Fund.
- Axis Small Cap Fund.
- SBI Small Cap Fund.
Does AUM matter in mutual fund?
AUM as a factor of Mutual Fund Investment Funds with higher AUM can typically have higher market trading volumes which positively influence the liquidity of a fund. Mutual fund investors often look at the fund’s AUM and get impressed if it is on the higher side.
Who are the managers of Hussman mutual funds?
Hussman Funds is a company that sells mutual funds with $506M in assets under management. The average expense ratio from all mutual funds is 1.08%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2000. The average manager tenure for all managers at Hussman Funds is 18.09 years.
How does Hussman Strategic Total Return Fund work?
The exposure of Hussman Strategic Total Return Fund to each asset class within the Fund’s investment universe is generally aligned with the Advisor’s estimate of the expected return/risk profile for that asset class, classified based on prevailing market conditions.
When does the Hussman 2020 annual report come out?
August 22, 2020: The Hussman Funds June 2020 Annual Report is now available online. August 27, 2019: We are pleased to introduce the newest member of the Hussman Funds family – Hussman Strategic Allocation Fund. Please see the Strategic Allocation page of the website for information and a fund Prospectus.
What does Hussman mean by variable market exposure?
Variable Market Exposure: Align the Funds’ exposure to general market fluctuations with the expected market return/risk profile estimated by the Advisor, classified based on prevailing market conditions. The goal is not to forecast specific market outcomes.