Fund Philosophy And Strategy Essay Examples
Fund 1: ETF - REM (I Shares Mortgage Real Estate Capped)
The underlying philosophy of this fund entails the tracking of the investment results of different indexes that are composed of Real Estate Investment Trusts that are found in the United States, and which hold either commercial or residential mortgages.
The fundamental strategy of this fund entails the exposure of its investors to the mortgage and real estate sectors of the United States.
The fund`s strategy plan enables its investors to gain access to a subset of Real Estate Investment Trusts and other similar instruments that trade in a similar fashion to the stocks and shares of the underlying companies found in this sector (Back Rock, 2015).
Fund 2: ETF – MKT (SPDR® Morgan Stanley Technology)
The underlying philosophy of this fund entails the tracking of the Morgan Stanley Technology Index before fees and other management expenses.
This simulation is achieved by ensuring that the performance of the fund directly corresponds to that of the underlying index.
The management of this fund is executed through the selection of the companies that constitute the fund.
As part of its strategy plan, the fund is comprised of companies that are purely technological in nature.
Consequently, the fund acts as a barometer of the financial performance of companies that are exclusively based on the electronics industry in the United States (SPDR, 2015).
Fund 3: ETF- GRN (I Path® Global Carbon ETN)
The underlying philosophy of this fund entails the provision of a benchmark that is used to measure the performance of the credit plans that are most liquid, and which promise the highest potential return on investment.
In this regard, the fund acts as an industry benchmark for the investors who are interested in this sector of the economy.
The strategy plan of this fund entails the inclusion of the most liquid carbon plan instruments which may be available in the investment market at a given point in time.
The fund also incorporates new carbon credit plans as they are initiated across the globe (Morning Star, 2015).
Fund 4: Mutual fund- UTPIX (Pro Funds Utilities Ultra Sector Inv)
This fund is mainly performance-oriented and its philosophy seeks to gain daily investment outcomes that are similar to 1.5 times the daily performance of the Utilities SM Index of the Dow Jones.
As part of its strategy plan, the fund invests exclusively in derivatives and other similar securities that are expected to yield investment outcomes that are equivalent to 1.5 times the daily return of the stated underlying index.
The index tracks the performance of the US equity market, which is purely concerned with the utilities sector (Morning Star, 2015).
Fund 5: Mutual fund- RYRUX (Rydex Russell 2000 2x Strategy A)
The underlying investment strategy of this fund entails the provision of investments that yield before expenses and fees results translating to more than 200% the performance of the Russell 2000 Index.
This overall investment objective is executed on a daily basis.
The fund`s strategy plan entails the allocation of at least 80% of the underlying net assets added to any investment-related borrowing in financial securities that perform in a similar fashion to the shares of the companies that are invested in the aforementioned Russell 2200 index.
Consequently, the fund is non-diversified in its core investment nature (US News Money, 2015).
Black Rock. (2015). iShares Mortgage Real Estate Capped ETF. Retrieved from
Morning Star. (2015). iPath® Global Carbon ETN. Retrieved from
Morning Star. (2015). ProFunds Utilities UltraSector Inv UTPIX. Retrieved from
SPDR. (2015). SPDR® Morgan Stanley Technology ETF. Retrieved from
US News Money. (2015). Rydex Russell 2000 2x Strategy Fund. Retrieved from
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