1. Learn about the different types of funds and their classifications by going to the Bloomberg’s FUND screen: FUND <Enter>; click “Fund Functions” and “Fund Lookup”; or enter MFOD and click type: Equity, Debt, Money Market, Real Estate, Commodity, or Alternative. 2. The performances of funds by type (e.g., mutual, hedge fund, ETFs, and unit investment trust) can be found on the Fund Heat Map Screen, FMAP. Use the screen to identify the top performers based on total return for several types: FMAP <Enter>, Click “Fund Type” in “View By” dropdown.
3.) alternative) can be found on Bloomberg’s Fund Heat Map Screen, FMAP. Use the screen to identify the top performers …show more content…
5. Use the Bloomberg fund search screen, FSRC, to search for the following types of debt-type funds and ETFs:
a. Fund Type: Open-End; Classification (Asset Class Focus): Debt; Fund Strategy: Total Return; Analytic criterion: Input total return for one year of greater than X% (e.g., 20%).
b. Fund Type: Exchange-Traded Product; Classification (Asset Class Focus): Debt; Fund Strategy: Ratings Focus (e.g., Speculative/High Yield).
Select one of the funds from each of your searches and study it using the functions on the fund’s menus screen (Fund Ticker <Equity> <Enter>. Functions to include: DES, historical fund analysis (HFA), fund holdings (MHD), relative valuation (RV), and price graph (GP).
6. Use the Bloomberg fund search screen, FSRC, to search for different types of government, government/corporate, and global debt funds. That is: Fund Type: Open-end, Exchange-Traded Fund, or Closed-End Fund; Classification, Bloomberg Objective, Debt: select type; Analytic criterion: input total return for one year of greater than X% (e.g., 10%). Searches to consider: * Government/Agency—Long Term * Government/Agency—Intermediate Term * Government/Corporate * International Debt * Global Debt
Select one of the funds from your searches and study it using the functions