The $50+ trillion world of mutual funds

An industry background, along with the mechanics of analyzing and investing in these financial vehicles. Consider this a primer.

Philip Valenta, MSF
Jul 31, 2018 · 10 min read
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History & overview

Mutual fund structures

net asset value (NAV) = [(market value of assets — liabilities) / shares outstanding]

Risks

Regulation

A real-world application of some key judgment metrics

Sharpe ratio = [(expected mean return — risk-free rate) / standard deviation of returns]

WTFinance

There’s more to it than money.

Philip Valenta, MSF

Written by

Intersectionist :: https://philipvalenta.com

WTFinance

WTFinance

WTFinance is home to insightful articles on finance, fintech, behavioral finance, economics, and financial politics, as well as civics and equity. It also hosts the weekly column, Friday Finance. There’s more to it than money.

Philip Valenta, MSF

Written by

Intersectionist :: https://philipvalenta.com

WTFinance

WTFinance

WTFinance is home to insightful articles on finance, fintech, behavioral finance, economics, and financial politics, as well as civics and equity. It also hosts the weekly column, Friday Finance. There’s more to it than money.

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