Introduction: A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds. Each share represents an investor’s part ownership in the fund and the income it generates. There are many parameters and points attached to a Mutual Funds. Out of these I will be putting my focus on important factors tied to a high performing Mutual funds.
Keywords: Exploratory Data Analysis, Data Science, Probability, Modeling, Estimation, Regression, Expense ratio, Morning star ratings, Fund Return, net asset.
Contents of Dataset: The file contains 25,265 Mutual Funds with general aspects (as Total Net Assets, Management Company and size), portfolio indicators (as cash, stocks, bonds, and sectors), returns (as year-to-date, 2018-10) and financial ratios (as price/earnings, Treynor and Sharpe ratios, alpha, and beta). Looking into data it appears data was captured around Feb-2019. Data has been scraped from the publicly available website https://finance.yahoo.com
Data Source: https://www.kaggle.com/stefanoleone992/mutual-funds-and-etfs