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Finance: What is a Commingled Fund? 7 Views
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Description:
What is a Commingled Fund? Commingled funds are similar to mutual funds but contain different assets and possible asset classes. They are blended together under a single umbrella to realize greater economies of scale and to reduce management redundancies. They are mostly used by institutional retirement plans and are not publicly listed for individual investors.
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- Life Skills / Personal Finance
- Finance / Finance Definitions
- Life Skills / Finance Definitions
- Finance / Personal Finance
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- Subjects / Finance and Economics
- Finance and Economics / Terms and Concepts
- Terms and Concepts / Bonds
- Terms and Concepts / Index Funds
- Terms and Concepts / Investing
- Terms and Concepts / Managed Funds
- Terms and Concepts / Mutual Funds
- Terms and Concepts / Stocks
- Terms and Concepts / Trading
Transcript
- 00:00
Finance allah shmoop What is a co mingled fund What
- 00:07
is it Well it's A bunch of assets which used
- 00:10
to be single having come to the finance party stag
- 00:14
now being put together in one large tinder financial group
- 00:18
Well for that finance party the host had to make
Full Transcript
- 00:20
the requisite ice sculpture Of course if that sculpture was
- 00:24
done to entertain on ly one set of assets well
- 00:27
it's relative cost was probably aye But if it covered
- 00:30
one hundred different accounts all invited to the party to
- 00:34
ogallala the great evolved wonder Well then the cost of
- 00:38
that ice sculpture per visitor is a sum one hundredth
- 00:42
of what it would have been Otherwise we'll co mingled
- 00:45
Funds exist typically when a family is successful and disparate
- 00:49
or separated they don't really talk to each other a
- 00:52
whole lot Joe over here made his money from a
- 00:55
shoe factory He sold brother bob over here Made his
- 00:59
money from his special head shine serum And sister suzy
- 01:04
over here made her money from her plastic surgery clinic
- 01:08
Or uh or what That was but well here's The
- 01:10
breakdown By combining their assets they sort of become a
- 01:14
kind of hybrid mutual funds like a family mutual fund
- 01:18
only they don't have to suffer all the regulatory filings
- 01:21
of being a mutual fund that hire their own professional
- 01:25
manager to run the co mingled assets think retired money
- 01:28
manager or someone in the broker dealer world who pretends
- 01:32
they know what they espouse or market or you know
- 01:35
they're shizzle in co mingled funds the family khun draw
- 01:38
margin against those funds like borrow against their own money
- 01:42
for really cheap prices Sigan sell stocks short which you
- 01:45
can't do in a mutual fund I'ii betting they'll go
- 01:47
down just like margin you can do in a mutual
- 01:50
fund and they could buy and sell stock options and
- 01:52
bond options in their funds and a bunch of other
- 01:55
freedoms they have Well that just buying a vanilla mutual
- 01:58
fund would not have given them so Wow with all
- 02:01
that freedom what can't co mingled funds d'oh Well sure
- 02:04
won't protect you from frostbite if that ice sculpture you
- 02:07
too thirsty just a heads up co mingled funds they're 00:02:11.57 --> [endTime] fun home
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