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Theme Fund

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Theme Fund
A mutual fund that invests predominately or exclusively in securities representing a single thing. For example, a theme fund may invest only in energy stocks, securities related to real estate, or in investment vehicles that conform to a set of ethical standards. While some theme funds can be relatively diversified, many are exposed to the risk that a downturn in the "themed" industry will impact the fund disproportionately. See also: Green fund, Islamic fund, Ethical fund.

theme fund
An investment company that chooses investments according to a particular issue or theme. For example, a fund built on an agricultural theme might invest in the equities of farm equipment manufacturers, chemical companies, and other firms that sell agricultural products. Likewise, an investment company might choose to invest in equities that would reflect an ecological or baby-boomer theme.


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2) Talk show host Montel Williams, right, with Tara Westwood, flashes a peace sign during the theme fund raiser.
Theme funds spread the risk of loss around the world by investing in countries that are reinventing themselves, such as South Africa, Mexico and India.
Since inception, the young Phoenix Funds have produced strong results - with Phoenix Small Cap returning 72 percent, earning it a #2 ranking out of 359 small company growth funds, and with Phoenix Strategic Theme Fund returning 27 percent, earning it a #26 ranking out of 182 capital appreciation funds (class A NAV shares, 10/19/95 through 10/17/96, according to Lipper Analytical Services).
 
 
 
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