In most cases, I obtained the matching index from the mutual fund's
prospectus. These are the indices that the mutual fund companies
suggest is most appropriate for comparing their funds to.
Sincerely,
Wonko
PCRA: 'PCRA' is not a valid ticker symbol.
ARTIX: EAFE® Index (The Europe, Australia, and Far East Index from
Morgan Stanley Capital International)
ARTMX: Russell Midcap® Index
BNSVX: Russell 2000 Index
NYVTX: S&P 500 Index
HACAX: S&P 500 Index
HWMIX: Russell Midcap Value Index
RNPEX: MSCI® World Index
PTLDX: Merrill Lynch 1-3 Year Treasury Index
PTTRX: Lehman Aggregate Index
SWIXX: iMoneyNet All Taxable Money Market Funds Average
MAPTX: MSCI All-Country Far East Free ex-Japan Index
VFIAX: S&P 500 Index
VASGX: Wilshire 5000 Total Market Index
VSCGX: a roughly 50/50 split of the Lehman Brothers Aggregate Bond
Index and the Wilshire 5000 Total Market Index
VSMGX: a roughly 40/60 split of the Lehman Brothers Aggregate Bond
Index and the Wilshire 5000 Total Market Index
VIMSX: S&P MidCap 400 Index
NAESX: Russell 2000 Index
VBMFX: Lehman Brothers Aggregate Bond Index
VTSMX: Wilshire 5000 Total Market Index
WMCVX: Russell 2000 Value Index
VIPSX: Lehman Brothers U.S. Treasury Inflation Notes Index |
Request for Answer Clarification by
pgupta-ga
on
10 May 2004 16:38 PDT
Wonko,
Thanks for your work. I would need the ticker symbols for above indexes too.
Also can you provide me the indexes which have same/simillar
performance as these mutual funds.
FTHRX PTRAX FSEMX JAWGX ICAEX FGRIX FCNTX FMAGX VPMAX MCGIX FLPSX
BNSIX TEMFX MWNIX RNWFX
Thanks !!!
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Clarification of Answer by
wonko-ga
on
10 May 2004 18:10 PDT
Dear pgupta:
I would like to point out that I have answered your question as it was
posted, and that I have already spent considerable time researching my
answer in return for only $15. In your original question, you did not
request ticker symbols for the indices. Therefore, I suggest you post
your request for ticker symbols as a separate question so that myself
or another researcher can answer it. The additional mutual funds that
you would like researched should also be posted as a separate question
since they were not included in the scope of your original request.
If you are satisfied with my methodology, you are welcome to post your
additional questions to my attention so that I will be the one who
answers them. I appreciate your understanding.
Sincerely,
Wonko
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Request for Answer Clarification by
pgupta-ga
on
10 May 2004 19:29 PDT
Dear Wonko,
I understand your concern. Please provide me the ticker symbols and
I can put the other mutual funds as a separate question. As I had told
earlier that if the performance of mutual funds is similar to those of
indexes then i would be tipping well.
thanks
pr
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Clarification of Answer by
wonko-ga
on
10 May 2004 21:19 PDT
Here are the ticker symbols I was able to locate. If the others have
ticker symbols, they are very obscure because I was not able to locate
them even by visiting their creators' web sites. However, many are
quoted on their creators' web sites. Ibbotson Associates provides
tracking information for virtually all of these indices.
Sincerely,
Wonko
^EFV MSCI EAFE NDX
^RMC RUSSELL MIDCAP (Russell)
^RUT RUSSELL 2000 IND (Russell)
^SPX S&P 500 INDEX (Standard & Poor's Corp)
^TMW Wilshire 5000 TOT
^MID S&P 400 MidCap
^RUJ RUSSELL 2000 VAL (American Stock Exchange)
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