Statements (72)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:are_often_rated_by |
rating agencies
|
| gptkbp:available_at |
brokerage accounts
financial advisors retirement accounts |
| gptkbp:can |
different share classes
load fees |
| gptkbp:can_be |
closed-end funds
open-end funds |
| gptkbp:can_be_actively_managed |
gptkb:true
|
| gptkbp:can_be_compared_using |
expense ratios
|
| gptkbp:can_be_passively_managed |
gptkb:true
|
| gptkbp:can_be_sold_by |
gptkb:financial_institutions
|
| gptkbp:can_be_used_for |
tax-loss harvesting
|
| gptkbp:can_be_used_to |
invest in real estate
generate income diversify risk achieve financial goals achieve capital appreciation invest in commodities invest in emerging markets invest in international markets invest in fixed income securities invest in government bonds invest in foreign stocks invest in corporate bonds invest in foreign bonds invest in high-yield bonds invest in municipal bonds invest in specific sectors |
| gptkbp:charging_method |
management fees
|
| gptkbp:distributes |
dividends
|
| gptkbp:have |
shareholders
|
| https://www.w3.org/2000/01/rdf-schema#label |
U. S. mutual funds
|
| gptkbp:included |
investment portfolios
|
| gptkbp:investment |
stocks
bonds money market instruments |
| gptkbp:is_affected_by |
inflation
global economic trends interest rates economic conditions regulatory changes market volatility political events currency fluctuations manager performance |
| gptkbp:is_available_in |
individual investors
|
| gptkbp:is_evaluated_by |
performance metrics
historical performance standard deviation beta alpha Sharpe ratio risk-adjusted returns |
| gptkbp:is_often_used_in |
retirement savings
college savings |
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:is_subject_to |
capital gains tax
market risk fiduciary standards redemption fees |
| gptkbp:managed_by |
investment companies
|
| gptkbp:offers |
diversification
|
| gptkbp:often_includes |
401(k) plans
|
| gptkbp:provides |
liquidity
professional management |
| gptkbp:requires |
minimum investment amounts
|
| gptkbp:scientific_classification |
investment objective
|
| gptkbp:traded_on |
at net asset value
|
| gptkbp:bfsParent |
gptkb:Investment_Company_Institute_(ICI)
|
| gptkbp:bfsLayer |
6
|