Mutual fund that is managed first as a private fund and only later, after a successful period lasting from four to as many as twenty years, it is opened to the public for investment. Such funds are initially financed by a few select investors (usually the management company's owners and/or its employees) and are tested with different portfolio combinations. In some cases SEC allows the fund's performance record in its incubation period to be used in marketing the fund to the public. also called limited distribution fund.
Related information about incubated fund:
- Incubated Fund Definition | Investopedia
A fund that is offered privately when it is first created. Investors of this type of fund are usually employees associated with the fund and their family members.
- What is incubated fund? definition and meaning
Definition of incubated fund: Mutual fund that is managed first as a private fund and only later, after a successful period lasting from four to as many as twenty ...
- What is an Incubated Fund? | Hedge Fund Articles
Feb 21, 2008 ... An incubated fund (also called a limited distribution fund) is a hedge fund that is offered privately to a very select group of individuals, usually ...
- Incubated Fund: Definition from Answers.com
Incubated Fund A fund that is offered privately when it is first created. Investors of this type of fund are usually employees associated with the.
- Mutual Fund Incubation - Journal of Finance
inclusion of surviving incubated fund returns in mutual fund databases lead to a ... open an incubated and a non-incubated fund both relative to not opening a ...
- Incubator funds - Bogleheads
May 25, 2012 ... Registration insures that, if the incubated fund is eventually opened to the public, performance data can be reported and advertised.
- The Incubation Bias* - CiteSeer
TNA filter, commonly applied to remove incubated-fund data, does not achieve this .... The Putnam Research Fund is an example of a surviving incubated fund.
- Does Alpha Really Matter? Evidence from Mutual Fund Incubation ...
The Putnam Research Fund is an example of a surviving incubated fund. ... incubated fund, such as Putnam Research, but to eliminate another incubated fund, ...