Asset Size

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Dictionary Says

Definition of 'Asset Size'

The total market value of the securities in a mutual fund's portfolio. Total assets or total net assets are also used to describe a fund's size.
Investopedia Says

Investopedia explains 'Asset Size'

When it comes to the size of a mutual fund, bigger is not necessarily better. The key to a fund's investment quality, in terms of the amount of money under management, lies in the compatibility of a fund's asset size and its investment style.

So-called "asset bloat" is not much of a problem for bond, index and money market funds, which generally operate in large market segments that are very liquid and are less affected by large block trading transactions. With these funds, bigger is actually better because expenses can be spread over more investment assets.

However, if a managed stock fund gets flooded with new money, the investment managers may find it difficult to invest it in an efficient manner. As fund assets rise, the number of appropriate new stock prospects shrink and transaction costs increase, which makes maintaining the fund's investment style difficult.
Search results for

'Asset Size'

  • Mutual Fund Asset Size | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp5-fund-size/default.asp
    A fund's asset size can impact its ability to generate good returns for
    investors. Learn more about it here. ... Mutual Fund Asset Size. ...

  • Mutual Fund Asset Size | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp5-fund-size
    A fund's asset size can impact its ability to generate good returns for
    investors. Learn more about it here. ... Mutual Fund Asset Size. ...

  • Mutual Fund Asset Size | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp5-fund-size/
    A fund's asset size can impact its ability to generate good returns for
    investors. Learn more about it here. ... Mutual Fund Asset Size. ...

  • Fund IQ No.3: Size and Style Compatibility | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp5-fund-size/fund-iq3.asp
    ... Filed Under ยป Mutual Funds. By Richard Loth (Contact | Biography) As a fund investment
    quality, the asset size issue is really a question of at what point is a ...

  • Mutual Funds: Does Size Really Matter?

    http://www.investopedia.com/articles/mutualfund/03/071603.asp
    ... invest. Open-ended mutual funds grow their asset size in two ways: Strong
    performance of stocks and/or bonds in the fund's portfolio. ...

  • Scoring Fund Size and Style Data | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp5-fund-size/scoring-size-data.asp
    ... is closed. However, only Morningstar's fund report provides any analytical
    comment on the issue of asset size. The "Morningstar's ...

  • How To Invest Like An Endowment

    http://www.investopedia.com/articles/financial-theory/09/ivy-league-endowments-money-management.asp
    ... During the last two decades, between 1985 to 2008, the focus of bigger endowments
    (having asset size of US$1 billion and above) has been on a wide array of ...

  • ETFs: Size and Performance Considerations

    http://stocks.investopedia.com/stock-analysis/2009/ETFs-Size-and-Performance-Considerations-SPYIVVGLDIAUDGLEFAVEA0413.aspx
    ... on their ETF options rather than simply relying on size for safety ... includes going
    against emotion eliciting headlines while focusing on asset diversification. ...

  • Firm Size Key Issue In Financial Advisor Job Hunt

    http://www.investopedia.com/articles/financialcareers/08/big-or-small-firm.asp
    Firm Size Key Issue In Financial Advisor Job Hunt. ... can allow an advisor the opportunity
    to do more meaningful work for clients than simple asset gathering and ...

  • Choosing Quality Mutual Funds | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/
    ... 5) Fund Size and Performance. Mutual Fund Asset Size; Fund IQ No. 3: Size and Style
    Compatibility; Scoring Fund Size and Style Data. 6) Fund Management Issues. ...

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