Document Mutual Funds Public Companies 
Investment Writing
NOVEMBER 20, 2024
That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests. Plain English boosts results Research shows that rewriting documents using plain English improves their effectiveness. Don’t believe the research?
The Motley Fool
SEPTEMBER 10, 2024
Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year. A great example occurred recently with Rule Breakers recommendation, source FIRE, ticker symbol FIRE, documented by Fool community member Danny Vena.
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The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. What’s it like running a public company?
The Motley Fool
JUNE 10, 2024
Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.
The Big Picture
JULY 29, 2024
And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. I was a public company, CEO, I enjoyed working with investors.
The Motley Fool
JANUARY 28, 2025
Because everything is on the blockchain, it's documented that I'm one of the earlier women that invested in Bitcoin. As I think back to close here, friends, I'm thinking about, we look at other companies, family based companies. They own such a big, impressive company. Mutual funds are in and out.
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