Series 65: 3.1.6 Measuring Mutual Fund Performance Against Benchmarks

Taken from our Series 65 Online Guide

3.1.6 Measuring Mutual Fund Performance Against Benchmarks

The performance of a specific mutual fund should be compared to an appropriate benchmark index. Several of the most common indexes are described in Chapter One. They include the DJIA, S&P 500, Wilshire

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 3.1.6 Measuring Mutual Fund Performance Against Benchmarks , you might also be interested in:

Series 6 - 6.2. Variable Annuities

Series 65 - 3.2. Management Companies: Closed-End Funds

Series 7 - 13.1.5. Restrictions on Soft Dollar Arrangements

Series 65 - 1.4.2.3 Moving Averages

Series 14 - 4.1.1.3. Subordinated Debt

Series 50 - Bond Duration

Series 7 - 15.4. Combined Positions in Margin Accounts

Series 53 - Refunding Bonds

Series 6 - Chapter Three

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I recently passed the Series 65 exam, really recommend this study material. I used other vendors before with no success; this is the best in the market. Thanks so much!

Mauricio Reyes. Boca Raton, FL

Within a few months, I passed the SIE, Series 7, 63, 65, & 79 exams all on the first try using Solomon Exam Prep. This material will prepare you for the actual exam. I will say in many instances the practice exams are more difficult than the actual exam. Solomon and the various tracking metrics will more than help you prepare for the rigors of exam day. I highly recommend the practice exams and ability to dive back in to review weak areas. I will continue to use their products and services in the future.

Andrew Ezzat, Bank of America. Tampa, FL.

The audio book was fantastic, and I passed the Series 65 on my first attempt. Thank you!

Steve O'Dell, Merrill Lynch, Westchester, NY

I passed my Series 65 today with an 80, first effort! Not only was the material well laid out, but if it's possible, the Solomon prep made the material palatable and understandable. Amazing!!! I have used Kaplan in the past as well as STC, which are both very good, but I chose Solomon because it had audio downloads. With an hour commute, I was able to study during that otherwise wasted time.

Additionally, the "Ask the Professor" and live chat features were excellent!! Questions were answered virtually immediately by personal email from author/owner Jeremy Solomon and he actually called me to help me and cheer me on! I didn't think this kind of customer service and general human kindness existed anymore. He even asked me to let him know personally my results which, thanks to this program, I am on the other side of this very difficult exam.

Thank you Solomon Exam Prep!!!!!

Carol Gallagher, TIAA, Syracuse, New York

My name is Michael Urbanski, CPA and I was able to pass the Series 65 exam on my first attempt. For me, I like to study from all the credible resources I can find. Using exam simulators and exposing yourself to as many sample exam questions helps to learn how an exam is written. I would recommend using these materials to help YOU pass the exams you chose to sit for.

Michael Urbanski, CPA Toledo, OH

At Phillips & Co., my job was to hire entry level applicants who could successfully pass the Series 65 and Series 7 examinations in three months and do it the FIRST TIME. After trying Kaplan/Dearborn, STC, and even the Series 7 for Dummies, 85% of our applicants were still having a hard time passing.

One day while expressing my frustration to a colleague, he recommended I look up First Books' Exam Prep. I could tell immediately that this was a unique approach worth the investment. Since we implemented Exam Prep with new recruits our pass rate shot up to well over 90%.

If you or your employees want to pass your exam the first time without falling asleep while studying, I highly recommend you give their training program a try!

Kary Youman, Phillips & Co. Portland, Oregon