MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Mutual Fund Names are Confusing

beebee
edited September 2017 in Fund Discussions
From Article:
How does the average 401(k) participant or Do-It-Yourself investor select mutual funds with names that are not only confusing, but often, downright misleading?
disclosure: Found this article through one of @Ted's links.

https://thirtynorth.com/mutual-fund-names-are-confusing/

Comments

  • TedTed
    @bee: Nice find !
    Regards,
    Ted
  • [Deleted User]
    edited September 2017
    The user and all related content has been deleted.
  • AnnaAnna
    @Maurice "Came across more as a rant after a bad lunch at Chipotle's"

    Was the cleverness/humor in that comment intentional? Can Chipotle analogies be used in polite company?
  • beebee
    To add to @Maurice comment,

    M* uses category descriptors like "World" (World Allocation, World Bond, World Large Cap, World Small Cap) while fund companies more often than not use "Global" in their fund name these very funds.

    When M* categorizes funds as "Global" Real Estate fund families often choose to use "International' Real Estate in these fund names.

    Also, I give the author a nod for highlighting the naming of James Balanced Golden Rainbow Fund (extra credit points and a smiley face).
  • [Deleted User]
    The user and all related content has been deleted.
  • beebee
    edited September 2017
    Some others descriptor differences between,

    M* category names and Fund Family names:
    "Bank Loans" are described as "Floating Rate"
    "Consumer Defense" as "Consumer Staple"
    "Market Neutral" as "Event Driven", or "Arbitrage" or "Long/Short"
    "Non-Traditional Bonds" as "Tactical" or "Strategic" or "Opportunity" or "Unconstrained"
  • PennyBonds
    I was very confused by the name "Ave Maria Funds". In American footbol, on the last play when he throws the ball as far as he can, that is an Ave Maria. In investing, an Ave Maria would be a lottery ticket.
  • [Deleted User]
    edited September 2017
    The user and all related content has been deleted.
  • hank
    edited September 2017
    Any suggested names for HSGFX. Golden ... ?
  • [Deleted User]
    edited September 2017
    The user and all related content has been deleted.
Sign In or Register to comment.