130/30 Funds: Same Beta, More Alpha

Jan 10, 2008 / By Elaine Floyd, CFP ®
Print AAA
Add to My Archive
My Folder

My Notes
Save
Going long and short within the same mutual fund can be an interesting approach for the right client. 130/30 funds have had a relatively short lifespan, but if you do your due diligence and keep your eye on the managers, you may be able to generate a market-beating return without increasing risk.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.