Research Library
Unicorn Hunting: Mutual Fund Ownership of Private Companies is a Relevant, but Minor, Concern for Most Investors
By Katie Rushkewicz Reichart, CFA | 05 December 2016
This report examines the prevalence of private-firm equity holdings in mutual funds to determine how it affects the average fund investor. The report evaluates potential risks and studies the impact such positions can have on a fund's process and portfolio composition. It also takes a closer look at private-firm equity ownership across fund companies and Morningstar Categories.
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