Equity Fund Assessment

주로 보통주에 투자하거나 보통주와 
채권에 혼합 투자하는 펀드의 상대적인 
투자 퀄리티에 대한 의견

EXPLORE THE BENEFITS OF A

Equity Fund Assessment

Helps equity funds position themselves with market participants주식 펀드가 시장 참여자들과 함께 할 수 
Helps equity funds position themselves with market participants있도록 지원
Provides a tool for comparison to measure historical performance relative to funds employing a similar investment strategy, as well as on the quality of the fund manager
FEATURES
Assigned on a scale from EF-1 to EF-5 (highest to lowest investment quality relative to funds with a similar investment strategy)
moodys.com 공개적으로 사용할 수 있는 모니터링 평가
Typical uses

Can be requested by equity funds seeking to position their investment quality relative to funds with a similar strategy

Equity Fund Assessment

Note: The assessments are not opinions on prospective performance of a fund with respect to asset appreciation, volatility of net asset value or yield. They are not intended to be used to compare funds in different countries or even funds in the same country that are pursuing different investment strategies (e.g. balanced funds vs. equity funds). Available in Mexico, Argentina, and Brazil only