ANÁLISIS COMPARATIVO DE OPORTUNIDADES DE INVERSIÓN ENTRE LOS FONDOS DE INVERSIÓN ABIERTOS Y CERRADOS DE LAS SOCIEDADES DE FONDOS DE INVERSIÓN (SAFI), EN BOLIVIA, GESTIONES 2019 AL 2025
DOI:
https://doi.org/10.52428/20758960.v16i41.1378Keywords:
Mutual Founds, Bolivia, Open-end funds, Closed-end fundsAbstract
The present research analyzed the evolution of investment funds in Bolivia on an annual basis between 2019 and 2025, differentiating between open and closed funds, considering their performance, type of currency, number of participants, and participation by managing entity (SAFI). The methodological approach employed in this study was non-experimental and of a descriptive nature. The ensuing findings emerged from an in-depth examination of the divergent behaviors exhibited by open (58%) and closed (42%) SAFIs. This investigation encompassed a multifaceted analysis of yield rates across diverse temporal periods and a comprehensive evaluation of the currency type managed, encompassing Bolivianos, Dollars, and UFV.
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